Client Service Associate
Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation. With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.
Tax Specialist
Solomon is joining Integrated Tax Solutions as a Tax Specialist. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.
As the founder of Summit Wealth Group, Ted brings more than three decades of financial planning and portfolio management experience to his clients.
As a Certified Financial Planner Ted focuses on providing fee-only financial planning, retirement income analysis and portfolio management for individuals who are just getting started, preparing for retirement, or experiencing a sudden life event. As a fiduciary, Summit Wealth Group is dedicated to helping clients navigate the financial markets, bringing independent thought, guidance, and experience to each client situation.
Ted began his financial services career with Wells Fargo in 1989. By 1992 he had been promoted to Vice President and Regional Sales Manager.
In 1996, Ted transitioned to the role of Managing Director and was responsible for managing brokerage, investment management, private banking, trust, and insurance operations for a region of the Private Client Services Group.
In 2000, Ted returned to relationship management for the Private Bank. He served as a Senior Vice President and the senior partner of a team of investment professionals in Northern California.
In 2010, Ted founded Summit Wealth Group and in 2013 Summit Wealth Group became a Registered Investment Advisor. Summit Wealth Group is currently registered with the Securities and Exchange Commission as a national Registered Investment Advisor.
In 2021 Summit Wealth Group added a second location in Tulsa Oklahoma as well as client service locations in Texas, Arizona, and Florida.
Today, Summit Wealth Group has custodial relationships with Charles Schwab and LPL Financial while serving clients in 14 states with assets totaling over $115 million.
In 2022, Ted formed Integrated Tax Solutions to help current and future clients with tax planning and preparation as well as business formation.
Ted is actively involved in serving his community through various non-profit organizations. Ted is an ordained minister and has served for over 20 years as an Executive Pastor. Summit Consulting Group continues to consult church leadership teams throughout the country.
Ted and Andrea live in Tulsa Oklahoma and have two adult children, two daughters-in-love, and three grandsons.
For over 60 years, W Kent Todd has been involved in many areas of accounting and tax work. Starting with military accounting then moving into large retail accounting and finally into small business accounting and personal and business income tax work.
For the last 43 years, W Kent Todd has had experience in every type of business both large and small. His experience includes income tax work including personal and corporate partnerships, LLC’s, estates, trusts, and gift tax returns.
Within his private practice, Kent is dedicated to serving clients nationally. His commitment to fast yet accurate bookkeeping, payroll, and tax preparation has earned the respect of the business and financial community.
Dick began his public accounting career in 1970 in the audit division of a large national accounting firm. The auditing experience gave him exposure to many industries and helped develop understanding of how businesses operate and how proper internal control functions.
Soon after, Dick started his own firm doing audits and preparing tax returns for individuals, corporations, LLCs, partnerships, and non-profits. He also consulted with clients regarding business formation, understanding financials, cash flows, and many other subjects.
Dick wrote a series of articles on “How to Get Ready for an Audit” for the Church Administrator magazine. He also wrote a chapter on accounting for a book titled The ABCs of Church Administration for a church denomination publication.
Dick has been active in professional organizations such as the Oklahoma Society of Certified Public Accountants (OSCPA) and the Tulsa chapter of the OSCPA. He served in all officer positions within these organizations, including President. Dick also served as the OSCPA representative to the American Institute of Certified Public Accountants while president of the OSCPA.
In his free time, Dick enjoys outdoor activities, such as fishing, and spending time with his family.
Danica is an Oklahoma State University Accounting graduate with over 24 years of experience. Starting her career in the corporate world, Danica worked in multiple areas within accounting such as: general, cash, construction, and accounts receivable. In 2016, Danica joined a small family-owned accounting practice, which increased her accounting knowledge in payroll, financial reporting, and income tax accounting for small businesses and individuals. With over two decades of experience, Danica has developed all the tools necessary to support her clients and their tax needs.
Danica enjoys spending time with her family, friends, two dogs, and bunny. She also loves hanging out by the pool and rooting for her Oklahoma State Cowboys!
Lashia graduated from Missouri Southern State University with her Bachelor’s degree in Business Administration and Accounting. With her years of accounting and tax experience, Lashia continues to help businesses grow into their full potential.
Lashia is motivated by building meaningful relationships to impact and steward success in the life of her clients.
When Lashia is not in the office, you will find her serving in the local church, cooking, and spending time with her nieces and nephews.
Sheryl is a native Texan but has been happily transplanted in Oklahoma since 2001. A wife, mother, and grandmother of two, Sheryl retired from Oral Roberts University in 2020, having served for 18 years as an administrative assistant. After acquiring bookkeeping skills, Sheryl accepted a part-time position at the Broken Arrow tax firm in 2022. Sheryl cultivates a welcoming and friendly atmosphere in the office for both clients and co-workers.
During her time off, Sheryl loves to camp with her husband Roy and their Golden doodle, Layla, in their vintage motor home. She also rides a Harley, is active in her local church, and loves to crochet in her spare time.
Andrea has been doing life with Ted since 1990 which includes raising two amazing sons together.
Since Summit’s opening in 2010, Andrea has worked as it’s office manager, although recently it is on more of a full time capacity, which means even more family time!
When Andrea is not working, she enjoys her two grandsons, bible study and trying out new air fryer recipes.
Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.
With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.
Solomon is joining Summit Wealth Group as a Client Services Associate. Solomon joins us from a Tulsa Credit Union where he worked as a Credit Union Advisor. Solomon is currently completing an MBA at Oral Roberts University. In his free time, Solomon enjoys spending time with his wife, trying new foods, and working out. Solomon is actively involved in serving at his local church.
Luke Spinardi began his professional career in Information Technology. While spending time bringing clarity to others’ technical problems, Luke quickly discovered that he had a passion for helping people with their finances as well. Eagar to make his candid money-based conversations into a career, he joined Summit Wealth Group to bring researched backed advice to people of all ages.
A true student of the industry, Luke enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated in helping clients save money, invest smarter, and reach the goals they value.
Luke is a proud graduate from Oral Roberts University with a degree in Computer Information Technology and a Business minor. He has obtained his CFP® Certification in order to help others make smarter decisions with their finances.
When not practicing financial planning, Luke can be found reading a fantasy novel, searching for the next best fried chicken sandwich, trying out new recipes with friends and family, or spending time with his wife, Rebeckah. Luke and Rebeckah live in Jenks with their two sons Andrew and Elijah and actively serve at the Battlecreek Church Jenks campus.
After spending several years as a Legal Secretary in criminal law, Stephanie brought her administrative skills to the financial planning industry.
Summit Wealth Group welcomed Stephanie in 2020 where she manages office operations for all Summit Wealth locations. While primarily working out of the Fairfield location, Stephanie brings an excitement for building relationships with clients and creating seamless interactions.
Stephanie is a lifelong Solano County resident where she and her husband have raised 3 adult children and now enjoy being grandparents. When Stephanie isn’t in the office, you might find her serving at her local church, kayaking, volunteering for the Solano County Search and Rescue team, or enjoying a local coffee shop.
Kayleigh graduated from Oral Roberts University in 2022 with a Communication degree. She recently joined our team, bringing with her almost two years of experience in various service roles with a local credit union.
Beyond her professional endeavors, Kayleigh enjoys spending quality time with her family, pursuing her passion for art and baking, exploring, and shopping in Tulsa. She is actively involved in serving in her church alongside her husband, Joshua.
Tyler is currently studying Accounting at Oral Roberts University where he will receive his MBA, as well as his CPA license. Tyler wants to use his education and experience to help people make better-informed financial decisions.
In his personal life, Tyler enjoys running, serving in the youth department at his local church, spending time with friends at local coffee shops, and going to the driving range.
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