Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service. We work collectively to create and implement a personalized strategy that fits your financial needs.

Our advisors

Whitney W Grimm

MBA, CFP®, APMA™

Private Wealth Advisor

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

David Billingslea

MS, CFP®, APMA™

Private Wealth Advisor

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

Nick Anderson

CFP®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nick Anderson Visit Nick Anderson's website

Joel Schwartz

CFP®, APMA™

Financial Advisor

Learn more about Joel Schwartz Visit Joel Schwartz's website

Theresa Pflieger

MBA, CFP®, APMA™

Financial Advisor

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


Our 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

Operations Director

Personal Intro

Nate was born and raised in Colorado. He attended business school at Fort Lewis College in Durango where he majored in Marketing. Among many hobbies and interests, he enjoys spending time with his wife and two daughters, soaking in the Colorado lifestyle of the mountains - including hiking, skiing, and camping. He is passionate about Colorado sports and enjoys playing ice hockey, softball, and riding his dirtbike.

Qualifications

  • Nate has worked in the financial services industry since 2013 with experience in the insurance industry since 2018. Prior to financial services, Nate worked 8.5 years in the banking industry.

Roles & Responsibilities

  • Nate manages the operations staff and oversees client service functionality to support the client experience.
  • 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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Melissa Mooney

Melissa Mooney

Client Relationship Manager,

Paraplanner

Personal Intro

Melissa was born and raised in Colorado. She attended business school at the University of New Mexico, in Albuquerque, where she double majored in Marketing and International Management. She enjoys spending time with her husband, daughter, and son. She is an avid animal lover and has a full brood of animals at home. Melissa loves Colorado and all the state has to offer, including all things sports and the Colorado teams.

Qualifications

  • Melissa has been in the financial industry since 2004.

  • 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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Ayden Novick

Ayden Novick

Client Service Manager

Personal Intro

Ayden was born and raised in Colorado. He attended Brandeis University in Boston where he majored in economics and psychology. He enjoys spending time with his friends, going to trivia, playing volleyball, and is an avid snowboarder and road biker. Ayden loves Colorado sports, especially the Denver Nuggets and Denver Broncos.

Qualifications

  • He holds his Series 7 license.

Roles & Responsibilities

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