Our Team

Aaron Rask

Founder and CEO

  • Went to Metro State College of Denver and earned a Teaching Degree in 2008 and taught middle school social studies for 3 years in Jefferson County.
  • Continued his education and received his Master’s in Curriculum and Technology from Grand Canyon University in 2010.
  • An active member of the Broomfield Chamber since 2011 he has volunteered as an ambassador and moderator of a leads group
  • Aaron was awarded Rookie of the year in 2012 by New York Life for being to top agent1 in the first full year as an agent.
  • Aaron was also awarded New Associate of the year by New York Life for being the top producing agent in the first three years of his career in 2012.
  • Aaron has been recognized as a Million Dollar Round Table2 (MDRT) member since 2012 which recognizes the top 1% of all advisers in the world.
  • Founded his firm Summit Financial Solutions in July of 2017.
  • Aaron Won New York Life Agent of the year in 2018 which recognizes the top producing advisor in all of Colorado.

My Personal Side

David T. Manley

Partner

My objective is to help people and business owners create, protect and implement their retirement plan which uses the current tax shelters to efficiently grow their wealth. When appropriate, they can then execute their retirement income plan to have the retirement they desire. Trust, Integrity and Empathy are my foundational values.

  • David was a Commercial Banker in Community Banking for 35 years prior to beginning work as a Financial Services professional in 2013
  • David was President of Eagle Bank in Broomfield for 8 years
  • Eagle Bank won the Independent Bankers Community Service Award for the State of Colorado in 1997

My Personal Side

Lisa Ourada

Client Services Coordinator

Lisa lives in Broomfield, Colorado with her husband Jerry and their two dogs, Riley a Tibetan Terrier Mix and Tucker a Black Lab. Jerry and Lisa have two children Ryan and Shannon. They are enjoying being empty nesters.

Lisa has worked in financial services for over 20 years. She is a member of P. E. O. International Colorado Chapter ES and a volunteer for Summit Dog Rescue

In her free time Lisa enjoys spending time with family and friends as well as playing golf, hiking with her dogs or anything outdoors, reading, and gardening. She is an avid sports fan.

My Personal Side

1Based upon agent production

2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Market Watch

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