Jason specializes in coordinating and consulting with businesses, their owners, individuals and families in building, maintaining and transitioning wealth within the family unit. He is a CPA, and a Chartered Global Management Accountant. As a CPA, CGMA he has the ability to guide critical business decisions and drive strong business performance using skills that encompass a mix of taxation, operations, management and strategy. He spends his free time outdoors, fishing, hunting, hiking and camping.
Daniel Cook, President of Summit Accounting Solutions, has extensive experience working with dentists and business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and in using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit. Summit Accounting Solutions® (SAS) provides complete and innovative business management advice and tax planning services to Summit’s clients. SAS is a recognized leader in providing dentists with a competitive advantage through their expertise and personal attention to their specialized needs. Dan devotes much of his time to charitable work, has helped to start a number of civic and charitable organizations and foundations, and currently sits on several foundation boards and committees. He and his wife Denise are proud parents of three children and active in their parish church. They regularly participate in charity cycling events and enjoy riding and traveling with the Colorado Tandem Club.
Kristy joined Summit Accounting Solutions in September 2016 and is currently a Tax and Accounting Manager in the Lone Tree, CO branch office. She graduated from Southern Illinois University, Carbondale (Go Salukis!) with a Bachelor’s in Accounting and a Master’s in Accounting with a Specialty in Tax. Kristy enjoys cooking, reading, hiking, seeing live music and spending time with her husband and 4 children.
Katy joined Summit Accounting Solutions in June of 2015. She graduated from Colorado State University in 2010, and has since also obtained a Paralegal certification and most recently her Project Management Professional certification. Katy’s career has been founded by her ability to manage projects and workflow efficiently. Katy truly values the organizational aspects of her career and finding solutions to meet client needs. She loves that her career at Summit contributes to supporting local businesses and helping them grow. One thing you may not know about Katy is that she has an identical twin sister!
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.”
Laura joined Summit Accounting Solutions in July of 2016. Most recently she maintained the books for a local electrical company and has been working in the accounting field for over ten years. She is excited to expand her knowledge and experience in the field of accounting by working with the team at Summit Accounting Solutions. Laura is the mother of a 6-year-old daughter. In her spare time, she enjoys hiking, travel and anything involving the outdoors.
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. In May of 2013, she received her Associates Degree in Accounting from Arapahoe Community College.
Courtney handles all of 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 a Bachelor of Science degree in Accounting from Metropolitan State University of Denver. Courtney has lived in CO for 98% of her life and has never driven in the mountains; she has only been the passenger.
Felipe joined Summit Accounting Solutions in September of 2015, as a bookkeeper for the Lone Tree office. He graduated from Benedictine University in Lisle, Illinois in 2014 with degree in Accounting and Music Performance. Felipe looks forward to the experience and knowledge he can obtain from the dedicated team at Summit Accounting Solutions and hopes to pursue his CPA in the near future. Fun fact: Felipe's name is on a special FBI list because he donated stem cells to his sister with leukemia, making him and his sister 97% genetically identical -- the perfect crime!
Kailey joined Summit Accounting Solutions during the 2017 tax season and is now the Lead Accounting Administrator for the Lone Tree office. She graduated from the Accounting and Business School of the Rockies with a certification as an Accounting Specialist and is also a QuickBooks Certified User. Kailey has lived all over the western United States in 5 different states and 8 cities. In her free time, Kailey is an amateur entomologist and spends summers engaging in insect identification and photography. Fun fact: Kailey enjoyed a previous career as a zookeeper, specializing in the husbandry of African Elephants, new world primates, and reptiles.
Jill joined Summit Accounting Solutions in January of 2017 and currently serves in the role of Accounting Administrator for Summit's Lone Tree office. She brings over 20 years of experience as an Executive Assistant, experience as an HR Administrator and Office Manager, and has had 10 years of experience operating a front desk in a medical environment. Jill has an Associate of Science degree in Administrative Assistant. She values integrity and making clients feel as though they are a part of family. Jill is excited to be a part of Summit and involved with a great team. Jill and her husband, Sean, a Colorado native, have three beautiful and wonderfully well rounded children that keep them hopping with their sports and work involvements. The family loves the outdoors. They enjoy hiking together, going to the movies, and attending sporting and cultural events. Their two dogs and a cat complete their family.
Hannah Bruce has been in the accounting industry for over 10 years. In her previous position, she worked as a Bookkeeper for a small accounting firm, providing bookkeeping services for small businesses and community events in her hometown. She has also worked as a Customer Service Manager for several years at the largest provider of polarized lenses in Colorado. Hannah joined Summit Accounting Solutions in early 2019 as a Bookkeeper. Hannah is married with 4 children, who are all amazing in their own unique ways. An animal lover, Hannah also has 3 dogs and is anticipating buying additional land in the near future to allow for a variety of different animals.
Alisa joined Summit Accounting Solutions in March of 2019 at the Lone Tree, CO office. She graduated from Rutgers University with a Bachelor’s Degree in Mathematics and Economics. Alisa is very excited to be part of the Summit team and looks forward to assisting clients with their accounting and tax needs. Prior to joining Summit, Alisa worked at a healthcare facility for more than 16 years providing full cycle AR/AP, billing, collections, and general accounting. She has also worked for pension benefit firms – programming, administering, and consulting in defined contribution and ESOP plans. Alisa and her husband, Mark, a Colorado native, enjoy camping and spending time with their two daughters and son-in-law. Alisa also enjoys cooking, sewing, and crafting, and is actively involved in her church.
Tina joined Summit Accounting Solutions in November of 2016, as a Senior Staff Accountant for the Meridian, MS office of Summit. She attended Mississippi State University where she earned a Bachelor of Professional Accountancy. Prior public accounting work experience for Tina includes audit and tax. She also spent several years as General Manager for an independent insurance agency, helping them navigate through two mergers before taking time off to homeschool her children. The past three years of work have been in the fields of tax and accounting. Tina has been active in the Meridian, MS community for years, as a business professional. She is the wife of Gary James, Financial Advisor with Summit, and the mother to 4 children. In her spare time, Tina has a monogram and embroidery business from her home, enjoys sewing, perusing Pinterest, and cheering for her children from the sidelines of soccer fields and tennis courts.
Greg joined Summit Accounting Solutions in November of 2017, as a Tax Manager for the Scottsdale office. He graduated from Winona State University, in Minnesota, with a BS degree in accounting. Greg is a certified public accountant (CPA) and has been employed in public accounting for his entire career. Greg also served in the Air Force and currently has a son, daughter-in-law and grandson on active duty with the Air Force.
Greg and Cathy have been married for 45 years and have 3 children and 4 grandchildren (ages 11 to 27), but no pets. They grew up in the small town of Harmony, Minnesota, where they were high school classmates. They are Disney fanatics and enjoy vacationing at either Disney World or Disneyland.