For more than 20 years, Summit Accounting Solutions has provided expert guidance and sound accounting practices for our clients. More than 50 dental practices currently rely on our education, experience and expertise in order to pursue their personal and professional goals.
Daniel Cook, CFP®
President of Summit Accounting Solutions
Dan holds a Bachelor of Science in Economics and attended the Executive MBA program at the University of Denver. In addition to the Certified Financial Planner® designation. Dan is an Accredited Investment Fiduciary® and a Professional Plan Consultant®.
“I speak for our company when I say we care about our clients. Summit is large enough to have all the resources dentists need and small enough to know each client’s personal goals and dreams.”
Summit Customer Relationship Manager
Denise has more than a decade of experience in dental practice management. She holds a Bachelor of Science in Business Administration with an emphasis in accounting.
“My background as a practice manager means I speak your language and deeply understand both the challenges and rewards of a dental practice.”
Jesse R. Morris, AIF®, PPC®, CFS®
Jesse joined Summit Accounting Solutions in August of 2012, as Client Relationship Manager. Jesse graduated from the University of Colorado with a degree in Finance. He holds the FINRA Series 6, 7, and 63 securities registrations and Colorado Life and Health insurance licenses. Jesse is a Certified Fund Specialist (CFS®).The motto he likes to follow is one by the late William Polk Carey, “Doing Good, While Doing Well.” With a passion for helping others to succeed, combined with his extensive product knowledge, Jesse is committed to helping others navigate the path to a better, more secure future.
Peggy is Summit Accounting Solutions’ Senior Accountant and leads the accounting and income tax services. Her experience and dedication to ongoing training in both Corporate and Personal tax law provide for the very best in tax preparation and recommendations in tax savings. Peggy holds a Bachelor of Science degree in Business Administration with an emphasis in Accounting.
Jay Kucera, CPA
Jay Kucera brings an extensive accounting and finance background to our team. Jay is a CPA and is licensed in both Colorado and Nebraska. He holds a Bachelors Degree from University of Nebraska. Jay lives in Northeast Denver with his wife and four daughters.
Tim Davis, CPA
Tim joined Summit Accounting Solutions in January of 2013 as a tax professional. He graduated from Whitworth University in Spokane, WA where he received a Bachelor’s in Accounting and Business Management. Tim has worked as a financial statement auditor and as a tax professional. He is a Certified Public Accountant and enjoys helping clients navigate their way through tax issues.
Courtney handles all the many, many details of managing payroll for the clients at Summit Accounting Solutions. Her skills at organization and information management make her a natural in the area of processing payroll and handling all the different payroll taxes. She holds an associate degree in Accounting.
Nicole is a para-planner, assisting Daniel with caring for his clients’ financial needs. She has over six years of experience in the financial industry, and holds registrations for investments and insurance. Nicole was born and raised in Virginia, and moved to Colorado in August of 2010.
Marjie joined Summit Accounting Solutions in October of 2011 as an administrative assistant and bookkeeper. She was born and raised in Windsor, Vermont. Marjie attended the University of Vermont where she received a BA in Mathematics and received a BA in Education from Trinity College.
Daphne joined Summit Accounting Solutions in October of 2012 as a bookkeeper. She worked for small businesses and CPA firms for over 15 years prior to joining Summit Accounting Solutions. Daphne was born and raised in San Diego and settled in Colorado in 2008, after having lived in Chicago, IL, Atlanta, GA and Ft. Pierce, FL. Daphne is currently pursuing an Associate Degree in Accounting from Arapahoe Community College and will complete the course work in May of 2013.
Starr joined Summit Accounting Solutions in August of 2012 as the Director of First Impressions. She graduated from Central Washington University with a Bachelor of Science in Information Technology and Administrative Management. Prior to working at Summit Accounting Solutions, she worked in the Communication/Security Industry and Health Care Industry.