Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

Orion has announced the completion of its acquisition of Summit Wealth Systems, an award-winning advisor technology provider. As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen.  The definitive agreement was announced December 19, 2024,…