Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.


Our advisors

Whitney W Grimm

Whitney W Grimm

CFP®, MBA, 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

David Billingslea

CFP®, MS

Private Wealth Advisor

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

Nicholas Anderson

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Anderson Visit Nicholas Anderson's website
Joel Schwartz

Joel Schwartz

Associate Financial Advisor

Learn more about Joel Schwartz Visit Joel Schwartz's website

Our team

Gardner Platt

Gardner Platt

Investment Manager,

Vice President

Qualifications

  • Gardner Platt, CFA®, CFP®, Investment Manager, Vice President, has been part of our team for 10 years and is a Chartered Financial Analyst, CFA® and CERTIFIED FINANCIAL PLANNER™.
  • Gardner has been in the financial services industry for 19 years. 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 12 years ago and is responsible for advice initiatives and portfolio guidance.
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Kimberly A. Cavaliere

Kimberly A. Cavaliere

Operations Director,

Paraplanner

Personal Intro

Kimberly has lived near the beach her entire life on the East and West Coasts until moving to beautiful Colorado. She is an animal lover, particularly Boxer dogs. She has the past few years rescued and fostered Boxers, which have eventually become her own.

Qualifications

  • Licenses: Series 7 & 66, Insurance-Accident & Health, Life, Variable Products.
  • 20 years high-level experience in the financial services industry as an accomplished Licensed Paraplanner/Registered Financial Associate. Kimberly began her financial career with Ameriprise Financial.
  • Notary registered with the State of Colorado.

Roles & Responsibilities

  • Kimberly effectively and efficiently delivers client service, transacting business and managing practice operations. She is very well qualified and has extensive knowledge of financial planning.
  • Kimberly is responsible for overseeing client service for the practice; working with you to provide exceptional service answering questions, addressing issues and helping to resolve your needs.
  • Kimberly manages operations, client appreciation, marketing, charity events, and ensures efficient practices and operations for our team.
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Todd Sorenson

Todd Sorenson

Client Service Manager

Personal Intro

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.

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.
  • Todd 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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Nathan Tucker

Nathan Tucker

Client Service Manager

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, 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.

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 for 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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LaVern Glosson

LaVern Glosson

Client Concierge

Personal Intro

LaVern grew up in Milwaukee, WI before joining the U.S. Navy. She honorably served for 24 years and retired in 2001. Following military retirement, LaVern worked as a Defense Contractor continuing to support the DoD’s strategic logistics and supply chain requirements and later worked as an Office Manager for a financial investment firm in PA. She enjoys listening to music, hiking, kayaking, spending time with family, and exploring Colorado’s majestic mountains.

Qualifications

  • LaVern has a B.S. in Liberal Art (Excelsior College/Albany NY) – Majored in Supply Chain MGT and a M.S. Certification in Global Logistics and Transportation MGT (American Public Univ, WV).
  • She has extensive leadership, project, and operations management experience e.g. team building, administrative, IT, and customer engagement/support.

Roles & Responsibilities

  • LaVern is our Client Concierge and is responsible for assisting Client Service and working with clients, promptly resolving client needs with a precise attention to detail.
  • LaVern is also responsible for managing and maintaining scheduling for client and advisor meetings.
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