Summit Wealth Strategies™ believes that financial planning is the foundation for providing independent and objective advice.
At Summit Wealth Strategies™, we take pride in being a boutique independent financial services firm. The Summit Wealth Strategies™ team focuses on bringing our business and individual clients tax and investment strategies that have notable impacts.
As an independent financial services firm, we can 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 look forward to making a difference in your life.
Founder | Chief 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 Principal in Colorado. In January 2014, he founded Summit Wealth Strategies™ as an independent financial firm, where he is a Chief Wealth Advisor and Managing Director. Shawn takes pride in his 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 completing a four-year term as the Treasurer of the Church Council. He volunteers at the Covenant Cupboard Food Pantry and actively supports other charities. A born entrepreneur, Shawn learned the principles of integrity, dependability, and professionalism that continue to define his work and dedication to his clients.
Spotify: The Retirement Summit Podcast
Investment Advisor Representative: Summit Wealth Asset Management, LLC, a registered investment advisor.
Licenses: Series 66, Life, Accident, Annuity, and Health
Marketing & Technology Director
303-954-8141
dana@gosummitwealth.com
Dana has lived in Colorado for 21 years. She loves the Colorado sunshine and lifestyle. She retired in June 2021, after working 20 years as a Speech-Language Pathologist in the Cherry Creek School District. During COVID, Dana advanced her technology skills and visual techniques to provide services and support students with varying disabilities in an online format. Prior to working as a speech-language pathologist, Dana received a degree in textile design and worked as a buyer in New York City. While she misses working with children, she is enjoying using her technology skills and creative design skills to market and support the Summit Wealth Strategies™ Team. Dana’s artistic eye for detail and perfectionism have been an asset to develop marketing tools, brand awareness and innovative marketing materials for Summit Wealth Strategies™.
When Dana is not working, she enjoys spending time with her husband, Shawn, and her two dogs, Zelda and Charlie. While she loves being outdoors hiking in the Colorado sunshine, she also enjoys being at home and honing in on her creative energy and exploring new mediums. She is currently spending her free time water coloring, but also uses her creativity to explore her love of textiles through knitting, crocheting, felting, sewing, and making jewelry.
Executive Assistant
303-954-8141
mckenna@gosummitwealth.com
McKenna moved to Colorado from her hometown in South Dakota to attend Colorado State University. She has been a Colorado resident for seven years. She graduated from Colorado State University with a bachelor’s degree in natural resources and environmental economics and a minor in Spanish. After earning her degree, McKenna pursued a career in customer service, where she developed managerial and communication skills and excelled at building relationships. In her new position as Executive Assistant with Summit Wealth Strategies™, she has already shown initiative. Her ability to incorporate her communication skills, creativity, and business sense is an asset to the Summit Wealth Strategies™ team.
When McKenna is not working, you will find her enjoying the outdoors with her friends and family. She tries to soak up the Colorado sun as often as she can, which includes skiing the slopes, backpacking in the mountains, wake surfing on the lake, and gardening in her backyard. McKenna is an avid traveler, so when she’s not exploring the Colorado terrain, she hopes to be exploring other breathtaking destinations and learning from other cultures.
Administrative Assistant
303-954-8141
elizabeth@gosummitwealth.com
Originally from sunny California, Elizabeth has had an exciting and impressive journey. She received a coaching endorsement while earning a Bachelor of Arts degree in Psychology from Wartburg College in Waverly, Iowa. After college, she spent two impactful years coaching a Division 2 women’s lacrosse team at Northern Michigan University. Elizabeth’s exceptional organizational skills, honed during her time as an administrative assistant and stage manager at Denver Comedy Underground, make her a valuable asset. She is detail-oriented and has vast customer support experience.
In her role as an Administrative Assistant with Summit Wealth Strategies™, Elizabeth has taken on new challenges and is learning about the financial industry. She has already shown initiative in supporting administrative tasks and reporting processes that contribute to the team’s work. Her warm personality, organizational skills, and willingness to help have already been an asset to the Summit Wealth Strategies Team™.
When Elizabeth is not working, she enjoys being outdoors. She is an avid hiker and runner, often exploring the White River National Forest. She thrives on the excitement of professional sports games, particularly The San Francisco Giants. Elizabeth also enjoys the challenge of puzzles and going to Comedy shows.