Summit Wealth Group Strengthens Leadership Team with Strategic Hires to Support Next Phase of Growth

COLORADO SPRINGS, Colo.–(BUSINESS WIRE)–Summit Wealth Group (“Summit”), a growing registered investment advisor serving individuals and families nationwide, today announced two senior leadership appointments that position the firm to accelerate growth while preserving the strong sense of community that has long defined its culture. These appointments underscore Summit’s commitment to delivering better outcomes for clients and creating an advisor experience rooted in collaboration, trust, and shared values. As Summit enters its next phase of expansion, the firm is investing in leadership that strengthens its platform to support its vision to attract like-minded advisors, including those from the Commonwealth community.

Chelsea Ganey, CFA Joins as Chief Investment Officer

Summit Wealth Group welcomes Chelsea Ganey, CFA as Chief Investment Officer. Ganey brings extensive experience in wealth management and investment strategy, most recently serving as Chief Strategy Officer at Moran Wealth Management, where she played a pivotal role in shaping the firm’s investment platform and long-term growth strategy, including the thoughtful build out of the alternative investment platform.

A highly engaged leader in the industry, Ganey is a frequent speaker at national conferences, sharing insights on portfolio construction, market dynamics, and investment strategy. She is also deeply involved in professional and community leadership, contributing her expertise through a range of industry and civic roles, including service on the Vista Equity Partners RIA Advisory Board, Vice President of CFA Society Naples, Co-Founder of Southwest Florida Women in Investment Management, and as a member of the Florida Gulf Coast University Foundation Board of Directors, where she chairs the Investment Committee and serves as Treasurer. This breadth of involvement reflects Ganey’s belief that strong investment leadership extends beyond portfolio management to education, mentorship, and community impact, an approach that closely aligns with Summit’s culture.

In her new role, Ganey will lead portfolio management, trading, and investment research, while partnering closely with advisors and clients to deliver scalable, high-performing investment solutions. She will play a key role in advancing Summit’s investment platform, supporting advisor growth, enhancing client outcomes, and building the infrastructure needed to support the firm’s continued expansion.

“Chelsea’s appointment reflects our commitment to investing in top-tier leadership as we scale,” said Randy Morris, CEO of Summit Wealth Group. “Her experience building investment platforms at scale will be instrumental as we attract advisors who share our community-driven culture.”

Ganey added, “Summit has built an exceptional platform focused on advisor empowerment and long-term client success. I’m excited to help grow and evolve the firm’s investment capabilities, support advisors as they scale their practices, and build portfolios designed to perform across market cycles.”

Seamus O’Brien, CFP Named Head of Advisor Success

Summit also announced the creation of a new leadership role, appointing Seamus O’Brien as Head of Advisor Success. In this role, O’Brien will oversee advisor success across the firm, including mergers and acquisitions, advisor recruitment, strategic partnerships, and organic growth initiatives, all while ensuring alignment with Summit’s culture and long-term strategy.

O’Brien’s deep experience supporting RIAs and custodial relationships at BNY Pershing and SEI uniquely positions him to help Summit attract advisors seeking a growth partner that values community and collaboration. His focus will be on creating a seamless experience for advisors joining Summit, from transition to long-term success.

“As we continue to grow, it became clear we needed a dedicated leader focused on advisor success across the full lifecycle, from recruitment and integration to long-term scale,” said Morris. “Seamus brings a rare combination of industry perspective, operational discipline, and advisor-first leadership. His experience working alongside RIAs and custodial partners makes him uniquely suited to lead this next chapter for our firm.”

O’Brien commented: “I’m excited to support Randy and the team in bringing Summit’s vision to life. My focus is on empowering advisors to grow and thrive, and I’m excited to collaborate with Summit’s advisors, a community of professionals who consistently raise the bar for excellence. In today’s environment, advisors are looking beyond platforms to partners who truly understand their culture and values.”

Strengthening Leadership for Summit 2.0

These appointments follow last month’s addition of Scott Wilkinson as Chief Compliance Officer, reinforcing Summit’s commitment to building a durable, growth-ready organization. Wilkinson’s experience at Commonwealth Financial Network reflects Summit’s dedication to carrying forward the Commonwealth community culture while creating new opportunities for advisors and clients.

“We’re proud to welcome Chelsea, Seamus, and Scott to our leadership team,” added Morris. “Their expertise and shared commitment to fiduciary excellence will help us attract advisors who value community and deliver exceptional outcomes for clients. We’re building a leadership team that reflects where our firm is going—not where it’s been.

About Summit Wealth Group

Founded in 2002, Summit Wealth Group helps clients gain clarity and confidence in their financial lives. With offices across Colorado, Mississippi, Arizona, South Dakota and Tennessee, the firm offers comprehensive financial planning and investment management grounded in a relationship-first philosophy. Summit is a fee-based fiduciary, committed to always acting in the best interests of its clients. Learn more at www.summitwealthgroup.com. Advisory services offered through Summit Wealth Group LLC; an Investment Adviser registered with the U.S. Securities & Exchange Commission.

Contacts

Media Contact:

Mary Victoria Falzarano

Director of Public Relations

561.578.0697

[email protected]