Broker Check

Team Summit Wealth Strategies, LLC

Summit Wealth Strategies, LLC  team of highly experienced professionals have hundreds of years of combined industry experience with a primary focus on tax strategies, pre-and post retirees, using customized financial strategies. These include: Retirement Income Maps, Social Security Maximization Strategies, Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies, Accumulation Strategies, along with the appropriate product and service offerings.


We also work with successful privately owned/closely held businesses. Executive & Key Employee Benefits Strategies, Estate Tax Preservation Strategies, Business Exit Planning, Business Succession Planning Strategies, Defined Benefits, Qualified Plans, ESOP's, Captive Insurance Planning, Retirement Plans, Group Benefits, along with the appropriate product and service offerings.



Shawn G.  O'Keefe

Shawn G. O'Keefe

Founder | Managing Director | Sr. Wealth Advisor

303-954-8141 x104

720-639-6119

Dan Blair

Dan Blair

Sr. Partner | Sr. Wealth Advisor

303-954-8141 x102

720-639-6119

Paul  Orlino, CFP

Paul Orlino, CFP

Sr. Partner | Sr. Wealth Advisor

303-954-8141

720-639-6119

Melissa Albracht

Melissa Albracht

Sr. Client Relationship Manager | HR Consultant

303-954-8141

720-639-6119

Lance Price

Lance Price

Financial Advisor

303-954-8141

720-639-6119

Joseph Slota

Joseph Slota

Financial Representative

303-954-8141

720-639-6119

Mark Beaton, CPFA

Mark Beaton, CPFA

Vice President | Retirement Plan Consultant

303-954-8141

James  Battmer, ME

James Battmer, ME

Chief Economist | Investment Officer

303-954-8141

Matthew Windemuller, CFA

Matthew Windemuller, CFA

CFA | Assistant Portfolio Manager | Analyst

303-954-8141

Brandon Kempin, CFA

Brandon Kempin, CFA

CFA | Assistant Portfolio Manager | Analyst

303-954-8141