Arizona Branch

Scottsdale, AZ

Office

14500 N. Northsight Blvd, Ste 112
Scottsdale, AZ 85260

Phone

Summit Wealth Group’s Scottsdale office opened in 2014 to serve our many clients across the valley. Our Scottsdale branch has four financial advisors, Randy Morris CFP^®, ChFC^®, AIF^®, WFA^®, Scott Marks, CFP^®, CRPC^®, WFA^®, David Newby, CFP^®, CRPC^®, WFA^®, and Lily Gubceac, CRPC^®. Randy also serves as Summit Wealth Group’s CEO.

Our Scottsdale, AZ team regularly sees clients both locally and throughout the country meeting the personal financial planning, retirement planning, and investment management needs of our clients.

Our team in Scottsdale is dedicated to creating an exceptional experience every time you set foot in our office.

Meet With An Advisor

Advisor Spotlight

Learn More About Randy

Randy Morris, CFP^®, ChFC^®, AIF^®, WFA^®

Chief Executive Officer

Randy is the founder and CEO of Summit Wealth Group and the senior advisor at our Scottsdale branch. Recognized by Forbes Magazine from 2018-2025, as one of Arizona’s Best-In-State Wealth Advisors, Randy continues showcasing his commitment to excellence. Randy primarily works with individuals and business owners who are looking for retirement income planning, investment management, tax planning, and holistic financial planning.

2018-2025, Forbes Best-in-State Wealth Advisors, the 2025 award created by SHOOK Research, is based on an algorithm of qualitative data collected as of April 2024, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. For more information, Click here.

Learn More About Scott

Scott Marks, CFP^®, CRPC^®, WFA^®

Senior Financial Advisor, Vice President

Scott is a Financial Advisor in our Scottsdale office and has been a part of Summit Wealth Group since 2016. Scott serves a wide range of clients, from recent college graduates to retirees. He is particularly passionate about helping individuals and business owners who are in the accumulation phase of their wealth-building journey.

Learn More About David

David Newby, CFP^®, RICP^®, TPCP^®, WFA^®

Financial Advisor

David has devoted his entire professional career to the financial services industry, finding the greatest satisfaction in cultivating strong relationships and fulfilling the needs of his clients. David joined Summit in 2024 with an extensive background in retirement income solutions. He specializes in assisting high-net-worth pre-retirees and retirees, guiding them step-by-step through comprehensive planning for college, retirement, and the optimal transfer of their wealth to future generations.

Learn More About Liliya

Liliya Gubceac, CRPC^®

Financial Advisor

Lily joined Summit Wealth Group as an intern in May of 2006 and served our office as an Administrative Assistant while finishing her last semester at University of Colorado at Colorado Springs. In 2007, Lily graduated Magna Cum Laude with a Bachelor of Science in Finance. Lily is a Chartered Retirement Planning Counselor (CRPC^®) and an Investment Advisor Representative. She holds the FINRA Series 65.