Our Team Of Accounting & Financial Experts
For more than 20 years, Summit Accounting Solutions has provided expert guidance and sound accounting practices for our clients, as well as leading the Colorado dental accounting industry. More than 50 dental practices currently rely on our education, experience and expertise in order to pursue their personal and professional goals.
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.”
Jesse Morris, AIF®, PPC®, CFS®
Financial Advisor & Branch Manager
Jesse leads our Lone Tree office as an Associate Financial Advisor and Branch Manager of Summit Accounting Solutions. Jesse combines a wealth of knowledge in business planning, finance, retirement plans, and financial planning to provide expert insights to both our financial planning clients and accounting clients.
Jesse has specialized insights into the dental industry, providing comprehensive financial services to our dental clients, their teams, and their practices.
Jesse and his wife Valerie live in Franktown, Colorado where they “get away from it all.” On any downtime, you can find Jesse bow hunting, hiking, or even working on his tractor. Jesse is actively involved with Young Life and Ronald McDonald House Charities. Jesse also currently serves on the board of ChristLife Community Church of Franktown, CO.
Denise Cook CFE®
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.”
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.
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.
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.
Wayne joined Summit Accounting Solutions in December 2014 as a tax accountant. He currently holds a Bachelor’s degree in business accounting and a Master’s Degree in Business Administration (MBA). Wayne has worked as a tax professional, accountant, entrepreneur, and as business director for a very busy dental clinic on the western slope of Colorado.
Robby joined Summit Accounting Solutions in October of 2014, as a member of the Planning Team. He graduated from the University of Utah with a degree in Consumer & Community Studies and specifically with an emphasis in Financial Planning. Robby grew up along the mountains of Utah’s Wasatch Front and moved to Colorado in 2014.
Katy joined Summit Accounting Solutions in June of 2015. She graduated from Colorado State University in 2010 with a Bachelor of Arts degree. After graduating from CSU, Katy worked at FirstBank for three years, starting as a teller and working her way up to the loan operations department. While working at FirstBank, Katy also attended college and earned a Paralegal Certificate. Upon the completion of the Paralegal Certificate, she worked for Sheridan Ross P.C., a Denver based intellectual property law firm. Katy has enjoyed the innovative and solution oriented work environment, as well as the organizational aspects of her career thus far.
Steven is an accountant and entrepreneur. Having owned four other small businesses, he understands small business problems and has faced many of the same issues as an owner and as an adviser. Prior to joining Summit Accounting Solutions in June of 2015, Steven started the firm Servitiam Accounting to assist small business owners gain control of their finances and to help them lower their taxes. Steven holds a BS in Accounting from Indiana Wesleyan University and a MS in Taxation from Golden Gate University. He is an IRS Enrolled Agent and a Certified Tax Coach.
Tori joined Summit Accounting Solutions in June of 2015 as an Accountant. She graduated from Metropolitan State University in 1996 with a Bachelor of Science in Accounting. After graduating from MSU, Tori worked at KPMG, as an auditor for three years in both the Denver office and Seattle WA. She left public accounting for a corporate Accountant position until she took some time off to raise her two children. Tori maintained a small bookkeeping business and most recently worked for Servitiam Accounting. Tori enjoys swimming, hiking, biking and staying active with her family.
Jennifer joined Summit Accounting Solutions, as a Senior Accountant for the Arvada/Broomfield team in February of 2015. She studied Accounting and Office Management at Barnes Business College. With regard to management, one of her more interesting job adventures was when she spent some time estimating and doing project management in the construction field, including steel construction of the cores and concourses at Denver International Airport! At Summit Accounting Solutions the thing Jennifer enjoys the most is building relationships with the clients and working with the Arvada/Broomfield team.
Jason T. Schneider, CPA, CGMA
Jason joined Summit Wealth Group in September of 2015. Prior to joining Summit Wealth Group 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.
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
Chris Winans, AIF®, AAMS®, CRPC®
Chris joined Summit Accounting Solutions in February of 2015, as an Associate Financial Advisor for the Lone Tree office. He grew up in Broomfield, CO and attended the University of Colorado at Boulder studying Biology and Biochemistry. Chris holds the FINRA Series 7, and 66 securities registrations through Commonwealth Financial Network, as well as Life, Accident, and Health Insurance licenses. He also holds the Accredited Investment Fiduciary ® (AIF ®) designation, which represents a thorough knowledge of, and ability to apply fiduciary practices, the Accredited Asset Management Specialist ® (AAMS ®) designation, and the Chartered Retirement Planning Counselor ® (CRPC ®) designation through the College for Financial Planning.
After working in the securities industry for 17 years, Sharon joined Summit Accounting Solutions in 2011. She is the Administrative Assistant for the Lone Tree, Colorado office. She holds an Associates of Arts degree in Business Administration. Sharon assists the office and Daniel Cook with the administrative needs of the clients. She was born in Texas, but Colorado has been home for 21 years.
Colorado Dental Accounting Leaders
Summit Accounting Solutions leads the way in dental accounting. Based in Colorado, we serve many surrounding states in the Rocky Mountain region, as well as clients surrounding our Arizona and Mississippi offices.