Your Partners

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 40 years of experience in the financial services industry. His work ethic and dedication have earned him several senior leadership positions with some of the largest financial companies in America, including a position as General Agent and Securities Principle in Colorado. In January 2014, he founded Summit Wealth Strategies as an Independent financial firm, where he is a Senior Wealth Advisor and the Managing Director. Shawn takes pride in his fiduciary commitment to his clients. He is intently genuine in listening to his clients, providing independent wealth management and tax strategies, and supporting them in realizing their financial goals.

When Shawn is not working, he enjoys giving back to his community and spending quality time with his wife, Dana, his grown boys, Matthew and Spencer, and his dogs, Zelda and Charlie. Shawn’s strong faith has instilled tolerance and acceptance of others and influenced him to be intentional in his daily actions. He is an active member of his church, including holding the position of Treasurer on the Church Council. He volunteers regularly at the Covenant Cupboard Food Pantry as well as actively supporting other charities. As a born entrepreneur, Shawn learned the principles of integrity, dependability, and professionalism that continue to define his work and dedication to his clients.

Radio: The Retirement Summit Radio Show | Saturday @ 8 a.m. MT | KOA 850 AM & 94.1 FM Saturday @ 12 p.m. MT | KHOW 630 AM

Spotify: The Retirement Summit Podcasts

Investment Advisor Representative: With Impact Partnership Wealth, LLC

Licenses: Series 66 Fiduciary Life, Accident, Annuity, and Health

Dan Blair

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

Dan Blair has over 21 years of experience as a financial advisor. He is an independent investment advisor with Summit Wealth Strategies. Dan helps affluent individuals and business owners secure and protect their wealth. Dan has always had a strong faith in God. He believes that God instructs all of us to be good stewards of our money and he has committed himself to achieving the success that God has planned for their financial lives. Dan is passionate about giving back and helping others. He earned his Eagle Scout at the age of 15, the youngest to earn this honor in the state of Connecticut and started an educational youth fishing clinic that became a state-sponsored pilot program.

When Dan is not working, he spends his time with his wife Melissa, daughter Mia, and dogs, George and Rubie. 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 at local food banks. Dan also enjoys the outdoors, including camping, backpacking, and boating with his friends and family.

Radio: The Retirement Summit Radio Show | Saturday @ 8 AM MT | KOA 850 AM & 94.1 FM Saturday @ 12 p.m. MT | KHOW 630 AM

Spotify: The Retirement Summit Podcast

Investment Advisor Representative: With Impact Partnership Wealth, LLC

Licenses: Series 65 Fiduciary Life, Accident, Annuity, and Health

Melissa Blair

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

Melissa is a Colorado native who has spent the last 10 years in the Denver metropolitan area. She spent most of her career in the human resources profession, where she excelled and developed her leadership and organizational skills. She joined Summit Wealth Strategies, five years ago, as Director of Operations and Human Resources. Melissa’s extensive human resources background has been essential in her ability to successfully manage customer relations and ensure quality productivity as well as enhancing operational procedures. Melissa’s work ethic and commitment to her work are unmatched and are an asset to the clients and Summit Wealth Strategies.

When Melissa is not working, she enjoys a healthy and active lifestyle. She loves being outdoors exploring the Colorado mountains and the Denver area with her husband, Dan, and of course her two Swiss Mountain dogs, George and Rubie. Melissa’s kindness and compassion for others is reflected in her work and in her ability to develop meaningful relationships.