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About Summit Wealth

Summit Wealth Strategies believes that financial planning is the foundation for providing independent and objective advice.

At Summit Wealth Strategies, we believe in doing what is in the best interest of our clients by holding our firm to a fiduciary standard. We have partnered with Impact Partnership Wealth, a registered investment advisor firm. Summit Wealth Strategies and the Impact Partnership Wealth are not affiliated firms. The Summit Wealth Strategies team is focused on bringing our business and individual clients, tax and investment strategies that have notable impacts.

We are a boutique financial firm that has no ties to any proprietary life insurance or investment company product offerings. Being independent allows us to provide complete objectivity and transparency for our individual and business clients. We pride ourselves on making real and meaningful changes in people’s lives and we look forward to making a difference in your life.

Shawn G. O'Keefe

Founder | Senior Wealth Advisor
CO:
303-954-8141 x 104
MN: 763-316-0115
shawn@gosummitwealth.com

Shawn has nearly 40 years of experience in the financial services industry. He is the managing director and a senior wealth advisor who has held several senior leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, an independent financial firm.

When Shawn is not working, he enjoys spending time with his wife, Dana, his children Matthew and Spencer, and his dogs, Charlie and Zelda. He has lived in Colorado for the last two decades and loves spending time outdoors in the mountains hiking, skiing or on the lake boating. Shawn is the treasurer of his church and an active member of his church community. Shawn enjoys volunteering with a number of charities in the Denver area.

Dan Blair

Partner | Senior Wealth Advisor
303-954-8141 x102
dan@gosummitwealth.com

Dan Blair has over 19 years of experience as a financial advisor. He is an independent investment advisor with Impact Partnership Wealth; Dan helps affluent individuals and business owners secure and protect their wealth.

Dan focuses on:

  • Tax strategies including tax deferral of highly appreciated assets
  • Income distribution planning
  • Premium financed life insurance strategies for business owners, key employees, and high-income earners
  • Money management
  • De-risking strategies
  • These strategies are focused on pre/post retirees and closely held business owners

When Dan is not working, he spends his time with his wife, daughter, and dogs. You also might see him fly fishing in a trout stream or with an apron on, cooking for friends and family. Dan is an active member of his church and volunteers for local food banks. Dan and his friends and family also enjoy the outdoors, camping, backpacking, and boating.

Melissa Blair

Operations & Human Resources Manager
303-954-8141
melissa@gosummitwealth.com

Melissa is a Colorado native that has spent the last 10 years in the metro Denver area. Most of her career has been focused in the human resources profession, but more recently she joined Summit Wealth Strategies to manage relationships and ensure that customer and operational needs are being effectively served. When Melissa is not working, she spends her time being active in Denver and the Colorado mountains with her husband, friends and family, and of course her two Swiss Mountain dogs.