Summit Financial Strategies

Meet the Team

At Summit Financial Strategies, we believe great financial solutions start with great relationships. Our team is committed to providing knowledgeable guidance, personalized service, and a genuine commitment to helping individuals, families, and business owners achieve their financial goals.

Each member of our team brings unique experience, perspectives, and expertise, but we share one common purpose: putting our clients first. We take the time to understand your goals, answer your questions, and develop strategies designed to help you build, protect, and preserve what matters most.

We invite you to get to know the people behind Summit Financial Strategies. We look forward to earning your trust and partnering with you on your financial journey.

David Manley, RICP®

Founder & Financial Advisor

With more than three decades of experience in banking and financial services, David Manley is dedicated to helping individuals, families, and business owners build financial confidence through thoughtful planning and personalized strategies.

Before founding Summit Financial Strategies, David held leadership roles in commercial banking, including serving as President of Eagle Bank in Broomfield. Since transitioning to financial services in 2013, he has focused on helping clients navigate retirement planning, investment strategies, life insurance, wealth management, and long-term financial security. As a Retirement Income Certified Professional (RICP®), David specializes in developing retirement income strategies designed to help clients achieve lasting financial confidence.

A Colorado resident for many years and graduate of the University of Colorado Boulder with a degree in Business Administration, David has remained deeply involved in his community through service with local nonprofit organizations, economic development initiatives, and civic leadership. He believes the strongest financial plans are built on trust, education, and long-term relationships, and he is committed to helping every client make informed decisions that align with their goals and values.

Krista Hugenberg, MBA

Financial Professional

Krista Hugenberg brings a unique blend of financial services, healthcare expertise, and personal advocacy to her work with individuals and families. With an MBA from Regis University and more than 15 years of experience in healthcare operations, insurance, and client advocacy, she is passionate about helping people make informed decisions that protect their financial future and provide lasting peace of mind.

As a Registered Social Security Analyst (RSSA®), licensed Medicare specialist, and Financial Professional, Krista helps clients understand how insurance, retirement income, Social Security, and long-term financial strategies work together to support their goals. She believes that education and personalized guidance are the foundation of every successful financial strategy.

Krista is especially passionate about serving families navigating complex financial needs, including those caring for loved ones with disabilities or special healthcare considerations. Drawing from both her professional background and personal experience as a parent of a child with special needs, she understands the importance of creating financial strategies that provide security not only for today, but for generations to come. She is committed to building lasting relationships with clients and helping them move forward with confidence through every stage of life.

Jasmine Vargas

Client Relations Manager

As Client Relations Manager at Summit Financial Strategies, Jasmine Vargas is dedicated to creating a positive and seamless experience for every client. She serves as a key point of contact, helping coordinate appointments, answer questions, and ensure clients receive the attentive, personalized service they deserve.

Jasmine is committed to building strong relationships through clear communication, organization, and a client-first approach. She enjoys supporting both clients and the advisory team, helping keep every interaction efficient, welcoming, and focused on each client's needs.

Whether assisting with scheduling, account service, or guiding clients through the next steps in the planning process, Jasmine is passionate about making every experience with Summit Financial Strategies smooth, responsive, and enjoyable.