Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group. 

Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.

Dan is now an Investment Adviser Representative. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver, and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER® certification.

Dan devotes much of his time to charitable work and has helped start a number of civic and charitable organizations and foundations. He is a member of the Board of Directors of The Catholic Foundation and a member of Team Samaritan House, a cycling club raising funds for the homeless in Colorado. He and his wife, Denise, are proud parents of three children and active in their parish church, where Dan serves as a deacon. They regularly participate in charity cycling events and enjoy riding and traveling with the Colorado Tandem Club. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® AND CFP® (with plague design) in the United States to Certified Financial Planner Board of Standards, Inc. which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.