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.
Dan Cook, CFP®, AIF®
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.”
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
Trisha Allen, CPA, CGMA
After two years of owning her own CPA firm, specializing in Tax, Bookkeeping, and Payroll services for small businesses, with five years in the public accounting industry, Trisha joined Summit Accounting Solutions in December of 2015. Her prior background includes a Bachelor’s in Computer Science, having worked in IT for a major Telecommunications provider before pursuing her Master’s in Accounting & Finance. Additionally, she worked as an Assistant Controller and Credit Manager for a steel buildings manufacturer, and in real estate investments.
Trisha is an active Certified Public Accountant (CPA) in multiple states, a Chartered Global Management Accountant (CGMA), and a certified QuickBooks ProAdvisor. She is an expert with any version of QuickBooks, including QuickBooks Premier for Desktop, QuickBooks Enterprise, and QuickBooks Online. Trisha is a proactive problem-solver: strategy and planning are her key strengths. She has improved businesses in almost every imaginable field, including restaurants, health care, legal, construction, insurance, internet retailers, real estate, agriculture, software, manufacturing, and other service providers.
Douglas County is one of Trisha’s favorite places in the country and she feels honored to live in the beautiful sunshine with a view of the mountains. She’s passionate about great food, travel, local brewers, festivals, bike riding, hiking, and writing fiction.
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.
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.
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.
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.
Barb joined Summit Accounting Solutions in December of 2014 and manages the accounting and payroll needs for the Arvada/Broomfield business clients. Her previous work experience involved working for a manufacturing company for fifteen years mainly handling accounts receivables, payables and payroll. She also worked for many years for a real estate investment trust business working with property accounting.
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.
Corinne joined Summit Accounting Solutions in January of 2016 and is very happy to be a part of the team. After spending more than four years working for a bank, Corinne knew she wanted to become an accountant. She received her Bachelor’s Degree in Accounting at University of Colorado Denver and has a Master’s Degree in Tax from Arizona State University. She has prepared many state and local sales and use taxes, along with payroll taxes. Most recently, Corinne maintained the books of a construction company.
Chris Winans, AIF®, AAMS®, CRPC®
Associate Financial Advisor
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.
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.
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 as a Loan Coordinator and Paralegal for two growing Colorado owned companies. 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!
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.
Rachelle joined Summit Accounting Solutions in December of 2015 as an Administrative Assistant. She graduated from Colorado State University Global (affiliated with CSU, Fort Collins, CO – online studies) with a Bachelor’s Degree in Organizational Leadership and a specialization in Accounting in 2015. It is her goal to obtain her Master’s Degree in 2017. She looks forward to strengthening her knowledge of accounting and taxes at Summit Accounting Solutions.
In 2010 Rachelle became a mom and has been working from home for Problem Gambling Coalition of Colorado. She continues in this role part-time maintaining the PGCC budget, distributes the self-exclusion list to Colorado casinos, coordinates fundraisers and helps raise awareness for problem gambling.
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.