Jason joined Summit Accounting Solutions in September of 2015. Prior to joining Summit, Jason owned and operated Legacy CPA, LLC, a Certified Public Accounting firm, that specialized in coordinating and consulting with businesses, their owners, individuals and families in building, maintaining and transitioning wealth within the family unit. Jason currently serves as President of Summit Accounting Solutions. Currently, Jason holds the Certified Public Accountant, (CPA) and the Chartered Global Management Accountant, (CGMA) designations. 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. Jason is a member of the Colorado Society of Certified Public Accountants and a voting member of the American Institute of Certified Public Accountants. Jason brings over 10 years of experience in the public accounting and business consulting industry. He is a Colorado native and a graduate of Colorado State University in Fort Collins, CO, where he received a Bachelor of Science degree in Business Administration. He has an extensive background in strategic tax planning, tax preparation, small business consulting and analysis. He uses his experience in these areas to assist clients in achieving their personal and professional goals. Jason, his wife Beth, and their two kids Claire and Cooper live in Monument, Colorado. He spends his free time with his family and in the outdoors, fishing, camping, hiking, and hunting whenever an opportunity exists.
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.
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.
After having spent 15 years in the hospitality industry, in 2019, Brian Murray decided it was time for a career change and joined Summit Accounting Solutions in the Lone Tree, CO office as a full time bookkeeper. Brian’s passion for the accounting industry began in 2017 when he began studying it through Western Governor’s University. He is anticipating to receive a bachelor’s degree in accounting by early 2020. Outside of work, Brian enjoys many things such as music, singing, baseball, cooking, traveling and film. One of Brian’s goals is to visit all 30 major league baseball stadiums — he’s been to 14 so far! This bucket list item allows Brian the opportunity to travel to new places and explore cities he might not have otherwise thought to visit! He also enjoys going to many concerts and music festivals, having seen hundreds of different artists perform live throughout the years. Brian is recently engaged and is excited for his wedding in the Spring of 2020!
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.