The Summit Leadership Team
Randy Morris, CFP®, ChFC®, AIF®, WFA®
Chief Executive Officer
Nicole Davis, CRPC®
Director of Financial Planning Services
Jason Runung, CFP®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Jamie Cochran, CFP®
Senior Financial Advisor, Vice President
Josh Jerele, CFP®, WFA®
Senior Financial Advisor, Vice President
Lacey Jordan, CFP®, ChFC®, WFA®
Senior Financial Advisor, Vice President
Tracy Thornlow
Senior Financial Advisor, Vice President
The Summit Corporate Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Stephanie B. Jones
Marketing Coordinator
Financial Planning Team
Nicole Davis, CRPC®
Director of Financial Planning Services
Valorie Havercamp, CFP®, RSSA®, TPCP®
Senior Planning Assistant
Arizona | Scottsdale Team
Randy Morris, CFP®, ChFC®, AIF®, WFA®
Chief Executive Officer
Scott Marks, CFP®, CRPC®, WFA®
Senior Financial Advisor, Vice President
Darby Christenson, CRPC®
Registered Financial Assistant
Stephanie B. Jones
Marketing Coordinator
Colorado | Colorado Springs North Team
Colorado | Colorado Springs Team
Lacey Jordan, CFP®, ChFC®, WFA®
Senior Financial Advisor, Vice President
Nathan M. Archuleta, CFP®, AIF®
Senior Financial Advisor, Vice President
Colorado | Denver Team
Colorado | Lakewood Team
Mississippi | Ridgeland Team
Mississippi | Meridian Team
Oregon | Portland Team
Rachel Gustafson, CFP®, CCPS®
Lead Advisor
Christine Lam, CFP®, ChSNC®
Lead Advisor
Travis Wesley, M.S., CFP®, MPAS™, CRPS™
Lead Advisor
Diana Harrison, CPA, CFP®, CWS®
Practice Consultant
Chris Knupfer
Senior Portfolio Manager
Sarah Siegele, EA, LTC
Tax Practice Lead
Kristin Kralicek
Client Relationship Specialist
Tammy Susnjara
Client Relationship Specialist
Lilly Bargioni
Office Administrator
Carrie Howard
Client Experience Coordinator
South Dakota | Rapid City Team
Tennessee | Memphis Team
Nashville-Brentwood
Michael Comstock, CFP®, AIF®
Head of Family Services | Senior Advisor
Matthew Zaczyk
Associate Financial Advisor, Financial Planning Assistant
