Our Team Of Accounting & Financial Experts
Daniel Cook, CFP®
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.”
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.”
Jesse R. Morris, AIF®, PPC®, CFS®
Jesse joined Summit Accounting Solutions in August of 2012, as Client Relationship Manager. Jesse graduated from the University of Colorado with a degree in Finance. With a passion for helping others to succeed, combined with his extensive product knowledge, Jesse is committed to helping others navigate the path to a better, more secure future.
“I strive to follow the great words of William Polk Carey, “Doing Good, While Doing Well” to serve all of my clients.”
Tim Davis, CPA
Tim joined Summit Accounting Solutions in January of 2013 as a tax professional. He graduated from Whitworth University in Spokane, WA where he received a Bachelor’s in Accounting and Business Management. Tim has worked as a financial statement auditor and as a tax professional. He is a Certified Public Accountant and enjoys helping clients navigate their way through tax issues.
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.
Nicole is a para-planner, assisting our financial advisors with caring for his clients’ financial needs. She has over ten years of experience in the financial industry, and holds registrations for investments and insurance. Nicole was born and raised in Virginia, and moved to Colorado in August of 2010.
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.
Starr joined Summit Accounting Solutions in August of 2012. She is the Office Coordinator for the Lone Tree, Colorado office. She graduated from Central Washington University with a Bachelor of Science in Information Technology and Administrative Management. Prior to working at Summit Accounting Solutions, she worked in the Communication/Security Industry and Health Care Industry.
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.
Marjie joined Summit Accounting Solutions in October of 2011 as an administrative assistant and bookkeeper. She was born and raised in Windsor, Vermont. Marjie attended the University of Vermont where she received a BA in Mathematics and received a BA in Education from Trinity College.
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.