Summit Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Summit Wealth Management
Team photo for Summit Wealth Management

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Advisors

Whitney W Grimm

MBA, CFP®, APMA™

Private Wealth Advisor

Chief Executive Officer of Summit Wealth Management
Visit Whitney W Grimm's website

David Billingslea

MS, CFP®, APMA™

Private Wealth Advisor

Chief Operating Officer of Summit Wealth Management
Visit David Billingslea's website

Nick Anderson

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Nick Anderson's website

Joel Schwartz

CFP®, APMA™

Financial Advisor

Visit Joel Schwartz's website

Theresa Pflieger

MBA, CFP®, APMA™

Financial Advisor

Managing Director of Summit Wealth Management
Visit Theresa Pflieger's website


Team

Gardner Platt

Gardner Platt

Investment Manager,

Vice President of Summit Wealth Management

Qualifications

  • Gardner Platt, CFA®, CFP®, Investment Manager, Vice President, has been part of our team since 2015 and is a Chartered Financial Analyst, CFA® and CERTIFIED FINANCIAL PLANNER™.
  • Gardner has been in the financial services industry since 1998. He formerly worked with an institutional investment manager and local hedge fund.
  • Gardner transitioned his career from solely investment research to comprehensive wealth management with Ameriprise in 2006 and is responsible for advice initiatives and portfolio guidance.
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Nathan Tucker

Nathan Tucker

Client Service Manager

Qualifications

  • Nate has six years of experience in the financial services industry and two years of experience in the insurance industry. He also has 8.5 years of banking tenure.
  • He has worked in all capacities at a small bank. Nate also has several years of experience as a financial services representative as well as provided financial advocacy in the insurance industry.
  • He is passionate about providing high-level customer service and helping people meet their goals.

Roles & Responsibilities

  • Nate is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium customer service with a precise attention to detail.
  • Nate assists with processing money movement and other financial transactions and works with our home office to ensure accurate account set up and resolve issues.
  • Nate assists helping to maintain client files and records in accordance with compliance policies.
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Todd Sorenson

Todd Sorenson

Client Service Manager

Qualifications

  • Todd has worked in the financial industry since 2004. He has worked with mutual fund companies in customer service and processing.
  • He has experience working with fund companies, 529’s and recently worked as a project manager installing 401K plans.
  • odd has a passion for meeting new people, helping others and providing a high level of customer service.

Roles & Responsibilities

  • Todd is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium customer service with a precise attention to detail.
  • Todd assists with processing money movement and other financial transactions and works with our home office to ensure accurate account set up and resolve issues.
  • Todd assists helping to maintain client files and records in accordance with compliance policies and sustaining the importance of financial security.
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Melissa Mooney

Melissa Mooney

Client Service Manager,

Paraplanner

Qualifications

  • Melissa has been in the financial industry since 2004. She has worked with building strong relationships and helping clients navigate the financial world.
  • She is passionate about providing high-level customer service and helping people meet their goals.
  • Melissa has experience working with advisors and clients. She has worked extensively with IRS regulations, tax reporting, compliance, fees, and trading.
  • She strives to exceed expectations and setting the foundation for the best client experience.
  • She holds her Series 7 and 63 licenses.

Roles & Responsibilities

  • Melissa is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium customer service with a precise attention to detail.
  • Melissa is responsible for ensuring her experience in the industry translates into the best interactions between Summit Wealth Management and its clients.
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Carrie Reger

Carrie Reger

Marketing Consultant

Personal Intro

Carrie grew up in Iowa, graduating from the University of Iowa with degrees in Journalism and Health Promotion. She has lived in Colorado for over 20 years, where her biggest passion is spending time with her husband and three kids. Carrie is an avid reader who loves being active: playing volleyball, skiing, running, among other activities. She currently serves on boards for Littleton Public Schools and local nonprofits.

Qualifications

  • Carrie has nearly 20 years of experience in luxury retail marketing.

  • She was the marketing director for a watch and jewelry business with locations in Greenwich, CT, Palm Beach, FL, and Aspen and Vail, CO.

  • Areas of experience include marketing strategy, media planning/buying, co-op advertising, e-mail, content development (print, social, web), public and media relations, and loyalty programming.

  • Prior to focusing primarily on retail marketing strategy and implementation, Carrie worked for a boutique agency specializing in customer experience events in the commercial real estate industry.

Roles & Responsibilities

  • Carrie is responsible for the marketing activity of the practice.
  • Carrie plays an integral role in planning and executing team and client events.
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