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.


Our advisors

Whitney W Grimm, Private Wealth Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Whitney W Grimm

CFP®, MBA

Private Wealth Advisor

Chief Executive Officer of Summit Wealth Management
Learn more about Whitney W Grimm Visit Whitney W Grimm's website
David Billingslea, Private Wealth Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

David Billingslea

CFP®, MS, APMA®

Private Wealth Advisor

Chief Operating Officer of Summit Wealth Management
Learn more about David Billingslea Visit David Billingslea's website
Nicholas Anderson, Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Nicholas Anderson

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Nicholas Anderson Visit Nicholas Anderson's website
Joel Schwartz, Associate Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Joel Schwartz

Associate Financial Advisor

Learn more about Joel Schwartz Visit Joel Schwartz's website
Theresa Pflieger, Associate Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Theresa Pflieger

MBA

Associate Financial Advisor

Learn more about Theresa Pflieger Visit Theresa Pflieger'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 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

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 worked in the financial services industry since 2013 with two years of experience in the insurance industry. Prior to financial services, Nate worked 8.5 years in the banking industry.
  • 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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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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Laura Campbell

Laura Campbell

Client Service Manager

Personal Intro

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.

Qualifications

  • Laura has worked in the financial services industry since 2004 with over two years of project management experience within the industry, and two years in a regulatory role.
  • She worked in a detailed capacity with various retirement plans, helping clients navigate and understand various financial products, rules, and regulations.
  • She is passionate about providing high-level client service and helping people meet their goals.

Roles & Responsibilities

  • Laura is responsible for proactively and reactively working with clients, promptly resolving client needs and providing premium client service with attention to detail.
  • Having experience in compliance, she maintains advisor licensing and client records in accordance with compliance policies.
  • In addition, Laura supports Summit Wealth Management’s marketing initiatives.
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Melissa Mooney

Client Service 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 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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