Meet the Team
A Team Built Around You
Here at SummitView Advisors, we pride ourselves on meeting you where you are. We have a team member to help you at each place in your financial journey. We'll meet you with kindness, integrity, and curiosity that leads to creative investment solutions. And while home base is Colorado, we can also bring the warmth of an in-person meeting to you wherever you are; be it in your home or on your computer.
We can’t wait to welcome you with open arms!
Welcome to SummitView Advisors
Serving Clients at Every Stage — With the Right Expertise
At SummitView Advisors, our growing team allows us to support a wide range of clients, goals, and financial situations with thoughtful, specialized guidance.
Holly works closely with real estate investors, specializing in DSTs and 1031 exchanges, and helps simplify complex strategies so clients feel confident and supported every step of the way.
Kyla partners with retirees, business owners, and anyone looking to grow or diversify their investment portfolio, with a strong focus on alternative investments. She also continues to support many of our long-time clients with retirement and inheritance planning, offering the same thoughtful, relationship-driven guidance they’ve always known.
By aligning you with the team member best suited to their needs, we ensure you receive focused expertise, continuity, and a strategy built around your unique goals — now and into the future.
