Specialty

Hospitality Driven Client Care

The Why

“I cover the creative side of our practice as I connect with our clients through unique experiences, events and communication. My background in the wine and hospitality industries offer a unique twist to tracking and balancing the operational details of the Summation Wealth Group.”

Education

• Certified Sommelier
• CSS - Certified Specialist of Wine
• Wine and Spirits Education Trust – Level 3
• Life and Health Insurance License
• B.A., University of Colorado, Boulder, Communication

From

Colorado Springs, Colorado

Family Life

When not teaching wine or spirits tasting classes throughout the community, Michaela and her daughter, Siena, spend time puttering in the kitchen, gardening, hiking, attending art events, and binge-watching home renovation shows.

Specialty

Investment Research and Strategy

The Why

“I have been in the financial service industry for over 17 years. I manage portfolios and provide investment solutions to both simple and complex financial situations. It continues to be incredibly rewarding to help our clients work toward financial independence and income-generation in retirement.”

Education

• Series 6, 7, 9, 10, 23, 63, 65 and 66
• B.S., Texas Tech, Business Administration/Computer Science

From

Dallas, Texas

Family Life

Brady, his wife, Jami, and daughter, Nicole, enjoy running, hiking, and mountain biking. Brady also has a deep love for cars and auto racing.

Specialty

Implementation and monitoring of our client service proposition

The Why

“I enjoy the challenge of helping our clients plan for their future and achieve their goals.”

Education

• B.S., Iowa State University, Marketing, Management
• M.S., University of Northern Colorado, Sports Administration

From

Des Moines, Iowa

Family Life

Amandine resides in Lawrence, Kansas with her husband Darren. You can find her cheering on the Kansas Jayhawks and catching a flight out of town to discover what this beautiful world has to offer!

Specialty

Investment Client Services

The Why

“I’ve always enjoyed learning about and participating in the financial markets. Being able to use that knowledge and experience in combination with serving clients is extremely rewarding.

Education

• Life and Health Insurance licenses

• FINRA Series 6 and SIE registrations

From

Longmont, CO

Family Life

Shonn and his wife, Jaimee and their children, enjoy a fast-paced life of work and attending children’s sporting events. They also enjoy living in Colorado because of everything that can be done outdoors.

Specialty

Pragmatic Financial Guidance

The Why

“I have always been driven to serve others, and have found that I can enhance the well-being of the clients I serve through the knowledge and care I bring to financial planning. I measure my success based on our clients’ ability to gain financial freedom.”

Education

• Life, Health, Series 6 & 7, SIE, Series 63
• BS, Colorado State University, Health & Exercise Science

From

Moorpark, CA

Family Life

Jon and his wife, Kelsey, are expecting their first child in Spring of 2022. They enjoy spending time with friends, finding new restaurants, and enjoying all of the outdoor activities that Colorado has to offer.

Specialty

Risk Management Client Services

The Why

“As a proud math nerd, I love to explore and analyze the details of this industry, using the services our team provides to improve the lives of people in this community. I find great fulfillment in helping clients to feel financial stability and flexibility, especially in the risk-management arena.”

Education

• Life, Health, Long Term Care
• B.A., The Master's University, Santa Clarita CA, Applied Mathematics

From

Colorado Springs, Colorado

Family Life

Cleo enjoys the beauty of Colorado; taking walks, beekeeping, and fly-fishing.

Specialty

Technology and Minute Details

The Why

“After retiring from a career in Software Development, I find the 'tedious' refreshing, and enjoy contributing to a happy office environment by navigating the inevitable technology challenges for our clients and our team!”

Education

• B.S., Clarkson University, Engineering
• Masters, State University of New York, Computer Science

From

New York

Family Life

Gary and wife, Sandy, have three daughters and four granddaughters. They are active in their church, enjoy fine wines, fishing, gaming, and playing music together.