Summit Financial Strategies, Inc.
Address: 7965 High St #350, Columbus, OH 43235 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 885-1115: : : Website: : : Place name: : Category: Website: http://www.summitfin.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Financial Strategies, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Summit Financial Strategies, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Financial Strategies, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summit Financial Strategies, Inc. Employees
Summit Financial Strategies, Inc. July 2010 - Present
John E. Sestina and Company June 1999 - June 2010
Education
Capital University Law School 1982 — 1985
JD, Law
Bethany College 1978 — 1982
B.A., Political Science and History
Diamond Hill Capital Management, Inc. August 2015 - Present
Summit Financial Strategies, Inc. September 2014 - January 2015
Charles Schwab June 2014 - August 2014
Skills
Leadership, Communication, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Access, Corporate Finance, Analysis, Investments, Financial Modeling, Valuation
Education
Capital University 2011 — 2015
Bachelor of Arts (BA), Financial Economics and Leadership/Management
Bowling Green State University-Firelands 2010 — 2011
Abercrombie & Fitch November 2014 - Present
Abercrombie & Fitch July 2013 - November 2014
Abercrombie & Fitch June 2012 - July 2013
Summit Financial Strategies, Inc. April 2012 - June 2012
Ohio State University January 2010 - June 2012
Fiserv November 2011 - April 2012
Fiserv May 2010 - November 2011
Skills
Excel, SharePoint, Access, Word, PowerPoint, SQL Server, Adobe Creative Suite, Leadership, Project Planning, Microsoft Office, Sales
Education
The Ohio State University 2009 — 2012
BSBA, Finance, General, Senior
John Carroll University 2008 — 2009
Ethicon, Inc. August 2015 - Present
J.P. Morgan - Asset Management June 2015 - August 2015
Summit Financial Strategies, Inc. January 2015 - May 2015
CHAARG LLC December 2012 - July 2013
Skills
Microsoft Office, Time Management, Business Development, Project Management, PowerPoint, Managerial Skills, Team Building, Customer Service, Market Research, Management, Recruiting, Leadership, Microsoft Excel, Microsoft Word, Office Management, Teamwork, Social Networking, Marketing, Outlook, Data Analysis, Research, Sales, Facebook, Social Media, Team Leadership, Fundraising, Junxure, Portfolio Performance..., Morningstar, Financial Analysis, Financial Services, Compilation Of..., Portfolio Optimization, FX Options, Option Valuation
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor's Degree, Finance & Operations Management
Summit Financial Strategies, Inc. May 2015 - Present
Summit Financial Strategies, Inc. May 2012 - April 2015
Summit Financial Strategies, Inc. May 2011 - April 2012
Summit Financial Strategies, Inc. June 2006 - May 2011
Skills
Retirement Planning, Asset Allocation, Investment Management, Customer Service, Estate Planning, Tax planning, Insurance Planning
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
College for Financial Planning
Certificate in Financial Planning
Windsor Advisory Group June 2015 - Present
Dantech Group January 2009 - Present
Midwest Medical Equipment January 2009 - January 2015
Summit Financial Strategies, Inc. May 2014 - July 2014
Buffalo Wild Wings August 2012 - May 2014
Sycamore Creek Country Club July 2010 - July 2011
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Summit Financial Strategies, Inc. March 2014 - Present
Summit Financial Strategies, Inc. March 2013 - February 2014
Citi August 2012 - February 2013
HFS Wealth Advisors LLC January 2010 - July 2012
Guy's Party Center October 2008 - June 2012
MSE CAK Airport Restaurants and shops February 2006 - August 2008
Skills
Financial Planning, Investments, Wealth Management, Estate Planning, Retirement, Tax Planning, Insurance Planning
Education
The University of Akron 2008 — 2012
Bachelor of Business Administration, Financial Planning, Cum Laude
Green High School 2004 — 2008
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Hamilton Capital Management, Inc. May 2015 - Present
Hamilton Capital Management December 2011 - Present
Fairfield Investments & Wealth Management, LLC December 2007 - December 2011
The Ohio State University April 2000 - June 2011
Pickerington Education Foundation 2009 - 2011
Summit Financial Strategies, Inc. December 2004 - November 2007
Sutliff Financial Planning June 2002 - December 2004
Education
The Ohio State University 1996 — 1998
Masters of Science, Family Financial Management
The Ohio State University 1992 — 1996
Bachelors of Science, Consumer Affairs
Summit Financial Strategies, Inc. May 2014 - Present
Legacy Strategies LLC May 2013 - August 2013
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Financial Analysis, Research, Teamwork, Time Management, Team Leadership, Social Media, English, Accounting, Windows, Strategic Planning, Teaching, Excellent teamwork and..., Proficient with..., Vocal Leader
Education
Ashland University 2010 — 2014
Finance, Asset Management, 3.5
Summit Financial Strategies, Inc. Financial AdvisorBudros, Ruhlin & Roe, Inc.November 1996 - September 2002
Charles Schwab & Co., Inc. March 1992 - November 1996
Skills
Finance, Retirement, Strategic Financial..., Wealth Management, Retirement Planning
Education
The Ohio State University 1987 — 1991
BSBA, Economics
The Ohio State University September 2009 - Present
Summit Financial Strategies, Inc. December 2004 - Present
Sutliff Financial Planning, Inc. September 1999 - December 2004
Summit Financial Strategies, Inc. June 1997 - September 1999
Townsend Asset Management July 1996 - June 1997
Budros, Ruhlin & Roe, Inc. December 1992 - July 1996
Skills
Retirement Planning, Estate Planning, Personal Tax Planning, Investment Planning, College Education..., Wrongful Death, Certified Divorce..., Certified Financial..., Cash Flow, College Teaching
Education
College for Financial Planning 2000 — 2004
MS, Financial Planning
The Ohio State University 1990 — 1992
BS, Financial Planning
Summit Financial Strategies, Inc. September 2000 - Present
Ernst & Young, LLP 1996 - 2000
The Ayco Company 1989 - 1996
Skills
Financial Planning, Asset Management, Tax, Retirement Planning, Wealth Management
Education
Robert Morris University 1992 — 1995
MS, Taxation
Grove City College 1985 — 1989
BA, Financial Planning, Economics
Logan Circle Partners July 2012 - Present
Ohio University Student Fixed Income Management Group December 2008 - June 2012
Summit Financial Strategies, Inc. June 2011 - August 2011
Greif June 2008 - September 2008
Skills
Investments, Portfolio Management, Fixed Income
Education
Ohio University 2008 — 2012
BBA, Finance, Economics
Bishop Watterson High School 2004 — 2008
Summit Financial Strategies, Inc. January 2012 - Present
KeyBank February 2011 - January 2012
Yerkes Financial Advisors March 2010 - February 2011
Summit Financial Strategies, Inc. August 2009 - February 2010
Skills
Wealth Management, Personal Tax Planning, Retirement Planning, Investment Advisory, Estate Planning
Education
The Ohio State University 2005 — 2009
B.S. Human Ecology, Financial Planning Specialization
Summit Financial Strategies, Inc. September 2013 - Present
Oakstone Academy August 2011 - August 2013
Olentangy Local School District September 2010 - June 2011
Olentnagy Local School District January 2011 - May 2011
LOGAN HIGH SCHOOL September 2009 - June 2010
Olentangy High School January 2010 - March 2010
Ohio University, Academic Advancement Center October 2005 - June 2009
Athens High School January 2008 - April 2008
Education
Ohio University 2008 — 2010
Master of Education, School Counseling
Ohio University 2004 — 2008
Bachelor of Science (B.Sc.), Math, Business Administration Minor
Ascend Advisory Group May 2014 - Present
Morgan Stanley November 2013 - May 2014
Summit Financial Strategies, Inc. January 2011 - June 2013
Ameriprise Financial Services, Inc. November 2010 - February 2011
Summit Financial Strategies, Inc. September 2010 - February 2011
The Ohio State University November 2006 - November 2010
21st Century Gym 2004 - 2006
21st Century Gym 2004 - 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Investments, Client Service Oriented, Mutual Funds, ETFs
Education
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning
The Ohio State University 2012 — 2013
Executive Certificate in Financial Planning, Financial Planning and Services
The Ohio State University 2006 — 2010
Bachelor's of Arts, Family Financial Planning
Summit Financial Strategies, Inc. June 2013 - Present
The United States Air Force March 2006 - March 2010
Education
The Ohio State University 2010 — 2013
HW Financial Advisors May 2013 - Present
Summit Financial Strategies, Inc. August 2012 - December 2012
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The Ohio State University Fisher College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Investments
ICMA-RC March 2007 - Present
Summit Financial Strategies, Inc. April 2006 - October 2006
TIAA-CREF May 2005 - April 2006
Ohio Public Employees Retirement System October 2002 - April 2005
Nationwide Retirement Solutions 2000 - 2002
Hilliard Police Department May 1992 - April 2000
The Ohio State University April 1990 - April 1992
Skills
Asset Allocation /..., 401(k) / 403(b) / 457 /..., IRAs / Annuities / 529..., Mutual Funds / Stocks &..., Investment Management, Retirement Planning, Estate Planning /..., Long-Term Care /..., Multi-State Group..., Individual Counseling, Staff Training /..., Client Retention..., Budgeting / Debt..., Asset Allocation, Bonds, Pensions, IRAs, Strategic Financial..., Retirement, Employee Benefits, Fixed Annuities, Risk Management, Mutual Funds, Portfolio Management, Finance, Financial Services, Life Insurance, Insurance, Financial Planning
Education
The Ohio State University 1987 — 1994
BA, Criminal Justice/Sociology
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Summit Financial Strategies, Inc. January 1983 - Present
Summit Financial Strategies, Inc. January 1983 - Present
Education
College of Financial Planning 1991 — 1992
CFP®, Financial Planning
State University of New York at Buffalo - School of Management 1979 — 1982
MBA, Management
State University of New York at Buffalo - School of Management 1975 — 1978
B.S., Management
Summit Financial Strategies, Inc. November 2009 - February 2010
Big Brothers Big Sisters 2004 - 2010
RTS July 2007 - October 2009
E.C. Star 2003 - 2007
Mariners Church 2003 - 2007
NovaStar Mortgage 2001 - 2003
Education
Orange Coast College 1994 — 1996
business admin
OCC
Personal Capital April 2014 - Present
Summit Financial Strategies, Inc. 2012 - 2014
Summit Financial Strategies, Inc. September 2011 - September 2012
Summit Financial Strategies, Inc. June 2011 - September 2011
Village Pet Market May 2010 - September 2010
Klipsch Group, Inc. December 2009 - January 2010
Denison University May 2009 - July 2009
Education
DePauw University 2008 — 2011
Bachelor of Arts, Economics and History
The Ohio State University 2011 — 2012
Executive Certificate in Financial Planning
University of Newcastle 2010 — 2010
Econometrics, History
Nielsen Company June 2015 - Present
Miami University Marketing Department August 2014 - Present
Miami University November 2013 - Present
Summit Financial Strategies, Inc. May 2014 - August 2014
Knight's Action Park May 2012 - August 2013
Miami University Theatre Department February 2013 - May 2013
Skills
PowerPoint, Customer Service, Sewing, SPSS, Marketing, Facebook, Design, Marketing Strategy, Teamwork, Social Networking, Microsoft Office
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Marketing and Interactive Media Studies
Exchange Capital Management, Inc. September 2015 - Present
Summit Financial Strategies, Inc. August 2014 - December 2014
Clear Perspectives Financial Planning, LLC March 2014 - April 2014
Bellevue College September 2012 - March 2014
University of Central Oklahoma August 2010 - August 2012
Clark College January 2006 - August 2010
Education
Boston University 2013 — 2015
Certificate in Financial Planning, Financial Advising
Portland State University 2005 — 2010
Master of Science (M.S.), Mathematics
Western Washington University 1997 — 2003
Bachelor of Arts (B.A.), Mathematics Teacher Education
Summit Financial Strategies, Inc. 2011 - Present
New Jersey Institute of Technology 2007 - 2011
MCEER Information Service 2005 - 2006
M&T Mortgage Corporation 2003 - 2005
Skills
Financial Planning, Wealth Management, Investment Planning, Portfolio Management, Retirement Planning, Research, Teaching, Small Group Instruction, Writing, Public Speaking
Education
College for Financial Planning
CFP(R) Certification Professional Education Program
State University of New York at Buffalo
BA, Art History, 2000; MLS, Library Science, 2006
The University of Edinburgh
MSc, History of Art, 2002
Summit Financial Strategies, Inc. April 2005 - Present
Franklin University April 2011 - Present
Skills
Investment Management, Financial Planners, Educational Consulting, Restricted Stock, Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Investments, Investment Advisory, Mutual Funds, Asset Managment, Executive Compensation..., Stock Option
Education
College for Financial Planning 2007 — 2009
Masters, Financial Planning
The Ohio State University 2001 — 2005
Bachelors, Family Resource Management
Safe Auto Insurance Company June 2015 - Present
Farmers Insurance February 2015 - May 2015
The Bishoff Financial Group, Inc. May 2014 - February 2015
Summit Financial Strategies, Inc. December 2013 - May 2014
Bob Evans September 2009 - May 2014
The Ohio State University August 2009 - May 2014
Skills
Microsoft Office, Microsoft Excel, Photoshop, Savings, Personal Financial..., Portfolio Center, Morningstar, Wealth Management, Retirement Planning, Personal Tax Planning, Strategic Planning, Life Insurance, Health Insurance, Investment Strategies, Investment Management, Series 7, Property & Casualty...
Education
The Ohio State University 2009 — 2014
Bachelor's degree, Consumer and Family Financial Services, 3.0
Scottrade July 2013 - Present
Scottrade April 2013 - July 2013
Scottrade March 2013 - April 2013
Summit Financial Strategies, Inc. January 2012 - April 2012
DeShurko Investment Advisors June 2010 - September 2010
Carrabba's Italian Grill September 2005 - August 2007
Skills
Time Management, Microsoft Excel, Microsoft Office, Asset Management, Analysis, Research, Risk Management, Portfolio Management, PowerPoint, Strategic Financial..., Microsoft Word, Retirement Planning, Finance, Investments
Education
The Ohio State University
Bachelor of Science in Human Ecology, Consumer and Family Financial Services: Financial Planner Track
Cerner Corporation September 2014 - Present
Summit Financial Strategies, Inc. August 2013 - December 2013
Coldstream Country Club June 2012 - August 2012
Autumnwood Homes January 2012 - June 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Accounting, Finance, Bloomberg, Investments, Banking, Teamwork, Portfolio Management
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
St. Xavier High School 2006 — 2010
The Andersons, Inc. April 2008 - Present
Inverness Club April 2006 - Present
The Golf Club September 2012 - Present
Summit Financial Strategies, Inc. January 2013 - May 2013
The Ohio State University August 2012 - May 2013
Skills
Morningstar, Junxure, Schwab Portfolio Center, Microsoft Word, Microsoft Excel, PowerPoint, Hardwork, Oral Communication, Dependable, Leadership, Passionate, Energetic, Trustworthy
Education
The Ohio State University 2010 — 2013
Bachelor, Financial Planning and Services, Business, 3.3
FinancialFamilies March 2014 - Present
Shore Morgan Young 2010 - January 2014
Nationwide Insurance 2006 - 2009
Summit Financial Strategies, Inc. 2001 - 2006
Education
The Ohio State University Fisher College of Business 2004 — 2006
MBA, Finance
Franklin University 2001 — 2003
CFP Designation, Personal Finance
Denison University 1996 — 2000
Bachelor of Science, Biochemistry
Tri-Valley High School
Huntington National Bank September 2012 - Present
Columbus State Community College January 2011 - Present
Klingbeil Capital Management May 2006 - September 2012
Summit Financial Strategies, Inc. 2010 - 2010
Whalen & Company CPAs February 2000 - May 2005
Business Intelligence Associates 1997 - 1999
Franklin University 1994 - 1997
Temporary Corporate Housing 1991 - 1992
March of Dimes 1989 - 1991
Education
Franklin University 1995 — 1997
MBA
Bowling Green State University 1985 — 1989
Bachelor of Science, Journalism, Public Relations
Summit Financial Strategies, Inc. July 1996 - Present
Budros, Ruhlin & Roe, Inc. January 1992 - June 1996
Skills
Wealth Management, Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Investment Advisory, Investment Management, High Net Worth..., Finance, Estate Planning, Asset Managment, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Personal Financial..., Wealth Management..., Financial Planners, Wealth, 401k
Education
The University of Akron 1987 — 1991
BSBA, Finance
Summit Financial Strategies, Inc. April 2014 - Present
Summit Financial Strategies, Inc. April 2013 - April 2014
Summit Financial Strategies, Inc. April 2008 - April 2013
Inferno Racing, LLC. January 2006 - September 2009
Summit Financial Strategies, Inc. April 2007 - April 2008
Summit Financial Strategies, Inc. August 2006 - April 2007
Swain Mortgage Company April 2003 - August 2004
Cheley Camps Estes Park, CO May 2002 - July 2002
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investments, Retirement, Financial Planners, Investment Management, 401k, Finance, Tax, Loans, Investment Advisory, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management, Microsoft Excel, Asset Allocation, Financial Goals
Education
The Ohio State University 2004 — 2007
Bachelor of Science, Human Ecology; Family Resource Management
Miami University 2004 — 2004
Bachelor's Degree
Loyola University Chicago 2002 — 2004
Astute Solutions October 2014 - Present
The Scotts Miracle-Gro Company June 2013 - October 2014
The Scotts Miracle-Gro Company December 2011 - June 2013
Tosoh America July 2010 - December 2011
Fearon Financial, LLC. May 2009 - July 2010
Summit Financial Strategies, Inc. August 2007 - May 2009
Skills
Excel, IFS, SalesLogix, Month End Close, Monthly Reporting, SAP R/3, SAP BW, PowerPoint, physical inventory, Webi, Junxure, Variance Analysis, Budgets, Business Analytics, Forecasting, Financial Analysis, Financial Reporting, Finance, Consolidation, Microsoft Excel, Strategic Financial..., Financial Planning
Education
Otterbein University 2011 — 2013
MBA
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Majored in Finance, Minors in Spanish and International Diplomacy
Budros, Ruhlin & Roe, Inc. July 2015 - Present
The Ohio Department of Taxation January 2014 - June 2015
Summit Financial Strategies, Inc. August 2013 - December 2013
Fawcett Center May 2012 - January 2013
Uniprint December 2011 - April 2012
Mt. Vernon Country Club June 2010 - September 2010
Skills
Personal Financial..., Customer Service, Microsoft Office, Time Management, Wealth Management, Tax Preparation
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Consumer and Family Financial Services
Utica High School 2005 — 2009
PNC June 2015 - August 2015
Summit Financial Strategies, Inc. January 2015 - April 2015
American Eagle Outfitters September 2009 - January 2015
U.S. Department of Commerce August 2014 - December 2014
Capital University September 2013 - May 2014
Education
Capital University 2011 — 2015
Bachelor of Arts (B.A.)
The Washington Center for Internships and Academic Seminars
The London School of Economics and Political Science (LSE)
Summit Financial Strategies, Inc. May 2015 - August 2015
Hedstrom Plastics July 2014 - August 2014
Firestone Country Club May 2013 - July 2014
PRLKW & Co. January 2014 - January 2014
Hitchcock Fleming & Associates, Inc. May 2012 - May 2012
Stow Glenn Nursing Home August 2010 - April 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, Teamwork, Leadership, Social Media, Time Management, Team Leadership, Public Speaking, Economics, Research, Finance, Investments, Marketing
Education
Miami University 2012 — 2016
Bachelor's Degree, Finance, General