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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.
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.
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.
Melissa has been in the financial industry since 2004.
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.
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.
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.
He holds his Series 7 license.
Yazeed "Yaz" was born in Saudi Arabia, went to school in Michigan and moved back to Colorado in 2022. He is a big soccer fan and plays in outdoor leagues in the summer. Yaz enjoys playing strategic games and is a ranked chess player. He is passionate about poker and languages, speaking Arabic and Italian fluently.
Yazeed joined Summit Wealth Management after five years in financial services operations and client service capacities.
Earned an MBA - Finance Concentration at Wayne State University, Detroit
Holds an undergraduate degree in Finance & Investment from Imam University
Kelsey is a native of Colorado, and she graduated from Concordia University in Nebraska with a Bachelor of Science in business administration with an emphasis in marketing and a minor in Spanish. After graduating she worked as an academic coach and tutor for young adults and children. Hiking, swimming, cave exploring, playing with animals, running, yoga, and drawing are some of her favorite pastimes.
Kelsey worked as a customer relationship advocate at a financial firm from 2017 until she joined Summit Wealth Management.
Lucas is a sophomore studying finance at the University of Denver
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