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Summit Financial Strategies Inc
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People at Summit Financial Strategies Inc
33 on file. Each links to their full profile, colleagues, and similar roles.
Zoe DonohueClient Service RepresentativeLesa FitzpatrickData Manager/TraderLisa BandyReceptionistTim SwainPartner/Chief Compliance Officer/Financial AdvisorMichael SchererPartner, Senior Financial Advisor, Director of ResearchHannah FettermanParaplannerNicole DrayStaff Financial AdvisorAusten HarrisonStaff Financial AdvisorTed SaneholtzPresidentKatherine McCartanStaff Financial AdvisorBen MurrayStaff Financial AdvisorLiam HurleyPartnerWendy TroutPartner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc.Marcia BondInternal ControllerDawn NixonParaplannerBen MurrayPartner / Senior Financial Advisor / Director Of Financial PlanningGrant MosherStaff Financial AdvisorSamantha MacchiaPartner, President/CEO, Senior Financial AdvisorMatthew RohozenFinancial Planning InternBrian MsPartner, OwnerSamantha MacchiaPartner, President/CEO, Senior Financial AdvisorTed SaneholtzFounderWendy TroutPartner, Cfp®, Cap®, And Sr. Financial Advisor At Summit Financial Strategies, Inc.Ben SkinnerPartner/senior Financial AdvisorLuke SalconePartner/chief Compliance Officer/senior Financial AdvisorTim SwainPartner/chief Operating Officer/financial AdvisorTom DavisonPartner EmeritusSamantha MPartner, President/CEO, Senior Financial AdvisorMatthew DanielStaff Financial AdvisorBen SkinnerAssociate AdvisorAndrew BirdOwnerElisabeth MesquitFinancial AdvisorJessica O'DonnellFinancial Planner