Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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, two daughters, and two dogs, soaking in the Colorado lifestyle of the mountains - including hiking, skiing, and camping. He is passionate about Colorado sports and enjoys playing ice hockey and riding his dirt bike.
Originally from northern Virginia, Todd has spent most of his childhood and adult life in Colorado. He attended Metropolitan State College in Denver where he majored in Business Management. He enjoys spending time with his wife, daughter, son-in-law, two grandchildren and dog. Todd has a passion for college football, music, concerts and dogs and he also enjoys spending time outside fishing and camping.
Laura is a native to Colorado. She attended Colorado State University with an emphasis in philosophy and Speech Communication. Among many hobbies and interests, she enjoys spending time with family, friends, and two dogs. Passionate about Colorado, she enjoys restaurants, water sports, spending time in the mountains. A fan of Colorado Sports and recreation, also a strong advocate for social responsibility.
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.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Direct URL to this form: https://www.ameripriseadvisors.com/team/summit-wealth-management/?openFormModal=request-contact
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting us to help you achieve your financial goals.
The person you refer will receive an email with a link to visit our website and contact us for a complimentary consultation, if they choose. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form: https://www.ameripriseadvisors.com/team/summit-wealth-management/?openFormModal=referral
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2022 Ameriprise Financial, Inc.