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Our Team and Locations

LONE TREE, CO (Headquarters)

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.”

Dan Cook, CFP®, AIF®

PRESIDENT
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.

Jason T. Schneider, CPA, CGMA

DIRECTOR OF ACCOUNTING
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. Denise is a Certified Fraud Examiner. “My background as a practice manager means I speak your language and deeply understand both the challenges and rewards of a dental practice.”

Denise Cook, CFE®

PRACTICE MANAGER
Trisha’s prior background includes a Bachelor’s in Computer Science, having worked in IT before pursuing her Master’s in Accounting & Finance. She worked as an Assistant Controller and Credit Manager for a manufacturer, and in real estate investments. She is an active CPA in multiple states, a Chartered Global Management Accountant, and a certified QuickBooks ProAdvisor. She has improved businesses in almost every field, including health care, legal, internet retailers, agriculture, and software. Her passions are travel, local brewers, bike riding, hiking, and writing fiction.

Trisha Allen, CPA, CGMA

ACCOUNTING MANAGER
Kristy joined Summit Accounting Solutions in September 2016, as an accounting supervisor. 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.

Kristy McClurken, CPA

ACCOUNTING SUPERVISOR
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.

Laura Carmody

STAFF ACCOUNTANT
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.

Daphne Howard

BOOKKEEPER
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.

Courtney Everitt

PAYROLL MANAGER
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!

Felipe Rangel

BOOKKEEPER
Kailey joined Summit Accounting during the 2017 tax season and is assisting the Lone Tree office as a bookkeeper. 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.

Kailey Campbell

BOOKKEEPER
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!

Katy Luedtke, PMP

ACCT OPERATIONS MANAGER
Rachelle joined Summit Accounting Solutions in December of 2015 as an Administrative Assistant. She has a Bachelor’s Degree in Organizational Leadership and a specialization in Accounting. In 2010 Rachelle became a mom and began working from home for a non-profit; Problem Gambling Coalition of Colorado. She continues to maintain the PGCC budget, the self-exclusion list, and coordinates fundraisers. Fun fact: Rachelle hung out with the music group “Maroon 5” before they were popular!

Rachelle Bell

ADMINISTRATIVE ASSISTANT
Jill joined Summit Wealth Group and Summit Accounting Solutions in January of 2017, as the Director of First Impressions / Accounting Administrative Assistant for the 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.

Jill Geist

ACCOUNTING ADMINISTRATOR

LAKEWOOD, CO

Douglas started with Summit in February of 2018 as a seasonal tax preparer, and accepted a permanent position as a staff accountant in April of 2018. Originally from Colorado, he recently moved back to Denver after earning a post-baccalaureate certificate in Accounting from Oregon State University, Cascades in June of 2017. Based out of Summit's Lakewood branch, Douglas is very excited to be part of the Summit team and looks forward to helping clients with their tax and accounting needs. In his free time, Douglas enjoys whitewater rafting, mountain biking, spending time with friends and family, cooking, and travel.

Douglas Fischer

STAFF ACCOUNTANT

MERIDIAN, MS

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 included 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. 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 wonderful children. In her spare time, Tina has a monogram and embroidery business from her home, enjoys sewing, collecting cookbooks, and perusing Pinterest.

Tina James, CPA

SENIOR STAFF ACCOUNTANT

SCOTTSDALE, AZ

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.

Greg Applen, CPA

TAX MANAGER

Phyl has been a tax and accounting specialist for over 35 years and applies this knowledge to her financial planning practice. In 1997, after selling a successful accounting practice in the suburbs of Philadelphia, PA, she moved to Scottsdale, AZ and incorporated total financial planning into her new practice.

Phyl earned her Bachelor of Science degree from Pennsylvania State University majoring in secondary education. Following a brief career in teaching, she began working for an accounting firm while getting her MBA degree from LaSalle University in Philadelphia, PA, majoring in accounting, taxation and financial planning. Following graduation, she opened her own firm specializing in tax preparation, audit representation and tax planning. Having successfully completed a rigorous two-day exam at the IRS, she is enrolled to practice before the Internal Revenue Service to represent her clients. She completed a post-graduate certification at Arizona State University in financial planning after moving to Arizona.

Phyl joined Summit Wealth Group and its subsidiary, Summit Accounting Solutions, in October of 2017 to add a new dimension to her practice: wealth management. She employs her love of teaching in the financial planning process; making sure her clients fully understand each step of the way and the investment choices that are recommended.

Phyl has always set her focus on serving physicians, pharmacists and nurses as well as those in highly compensated sales and administrative positions; most of whom are in the medical profession. Working with a specific clientele has allowed Phyl to develop unique expertise to better serve her clients.

Phyl grew up in New York and moved to Philadelphia, PA when she began high school. There she met the love of her life, Gary, who she has been happily married to for over 45 years. She loves football, cheering on her Penn State Nittany Lions and New England Patriots. She also loves to cook, especially revamping high calorie dishes to healthy, low caloric ones. She and her husband travel at least once a year to New York City where they enjoy going to the theatre and fine restaurants.

Security and Advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services through CES Insurance agency. Tax and accounting services offered by Customized Wealth Strategies LLC and Summit Accounting Solutions are separate and unrelated to Commonwealth Financial Network.

Phylis S. Bolno, MBA, EA

FINANCIAL AND TAX ADVISOR