Summit Wealth Management

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



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
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
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
Visit Nicholas Anderson's website
Joel Schwartz, Associate Financial Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

Joel Schwartz

Associate Financial Advisor

Visit Joel Schwartz's website

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 12 years and is a Chartered Financial Analyst, CFA® and CERTIFIED FINANCIAL PLANNER™.
  • Gardner has been in the financial services industry for 20 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 over 15 years ago and is responsible for advice initiatives and portfolio guidance.
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Theresa Pflieger

Theresa Pflieger

Practice Manager,

Vice President

Qualifications

  • Theresa has her MBA from The Kellogg School of Management at Northwestern University in strategic management and finance.
  • She is a licensed professional with 20 plus years of progressive experience in the Wealth Management industry.

Roles & Responsibilities

  • Theresa is responsible for ensuring positive, mutually beneficial interactions between clients and Summit Wealth Management.
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Nathan Tucker

Nathan Tucker

Client Service Manager

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 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

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 in maintaining 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

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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Lisa Middleton

Lisa Middleton

Client Concierge

Qualifications

  • Lisa has worked as a receptionist/administrative assistant in many capacities, including, but not limited to, attorneys, dentists, and construction project managers.
  • She also has a data entry background, having worked for the Department of Defense at Ft. Sill, Oklahoma.

Roles & Responsibilities

  • Lisa 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.
  • Lisa is also responsible for managing and maintaining scheduling for client and advisor meetings.
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