Summit Financial Strategies, Inc.

Description

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

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Summit Financial Strategies, Inc. Employees

Employee
Years
Job
Industry
Mark S. Coffey, JD, CFP Mark S. Coffey, JD, CFP Columbus, Ohio Area Details
Mark S. Coffey, JD, CFP's Summit Financial Strategies, Inc. Experience July 2010 - Present
Job FeeOnly Financial Planner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Derek Colston Derek Colston Port Clinton, Ohio Details
Derek Colston's Summit Financial Strategies, Inc. Experience September 2014 - January 2015
Job Intermediary Sales Associate at Diamond Hill Capital Management
Industry Financial Services
Experience
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

Max Vohsing Max Vohsing Granville, Ohio Details
Max Vohsing's Summit Financial Strategies, Inc. Experience April 2012 - June 2012
Job Merchandise Planner at Abercrombie & Fitch
Industry Financial Services
Experience
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

Emily Buffington Emily Buffington Columbus, Ohio Details
Emily Buffington's Summit Financial Strategies, Inc. Experience January 2015 - May 2015
Job Sales & Marketing Finance Coop at Johnson & Johnson
Industry Financial Services
Experience
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

Michael Scherer Michael Scherer Columbus, Ohio Area Details
Michael Scherer's Summit Financial Strategies, Inc. Experience May 2015 - Present
Job Senior Financial Advisor and Director of Research at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Nick Daniel Nick Daniel Springboro, Ohio Details
Nick Daniel's Summit Financial Strategies, Inc. Experience May 2014 - July 2014
Job Associate at Windsor Advisory Group
Industry Financial Services
Experience
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

Kevin Spray, CFP® Kevin Spray, CFP® Columbus, Ohio Area Details
Kevin Spray, CFP®'s Summit Financial Strategies, Inc. Experience March 2014 - Present
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Investment Management
Experience
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

Charles N. Goings, CFP® Charles N. Goings, CFP® Charlotte, North Carolina Details
Charles N. Goings, CFP®'s Summit Financial Strategies, Inc. Experience July 2010 - September 2010
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
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

Lori Embrey Lori Embrey Columbus, Ohio Area Details
Lori Embrey's Summit Financial Strategies, Inc. Experience December 2004 - November 2007
Job Vice President at Hamilton Capital Management, Inc.
Industry Financial Services
Experience
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

Austen Harrison Austen Harrison Columbus, Ohio Area Details
Austen Harrison's Summit Financial Strategies, Inc. Experience May 2014 - Present
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Joe Reardon Joe Reardon Columbus, Ohio Area Details
Joe Reardon's Summit Financial Strategies, Inc. Experience Financial AdvisorBudros, Ruhlin & Roe, Inc.November 1996 - September 2002
Job Senior Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Brian T. Sutliff MS, CFP, ChFC, CDFA Brian T. Sutliff MS, CFP, ChFC, CDFA Columbus, Ohio Area Details
Brian T. Sutliff MS, CFP, ChFC, CDFA's Summit Financial Strategies, Inc. Experience December 2004 - Present
Job Partner, Owner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Liam Hurley Liam Hurley Columbus, Ohio Area Details
Liam Hurley's Summit Financial Strategies, Inc. Experience September 2000 - Present
Job Partner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Anthony DeMaria Anthony DeMaria Greater Philadelphia Area Details
Anthony DeMaria's Summit Financial Strategies, Inc. Experience June 2011 - August 2011
Job High Grade Trading at Logan Circle Partners
Industry Investment Management
Experience
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

Brandon Wissinger, CFP® Brandon Wissinger, CFP® Columbus, Ohio Area Details
Brandon Wissinger, CFP®'s Summit Financial Strategies, Inc. Experience January 2012 - Present
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Investment Management
Experience
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

Nicole Dray Nicole Dray Columbus, Ohio Area Details
Nicole Dray's Summit Financial Strategies, Inc. Experience September 2013 - Present
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Jeremy Wakeland Jeremy Wakeland Columbus, Ohio Area Details
Jeremy Wakeland's Summit Financial Strategies, Inc. Experience January 2011 - June 2013
Job Financial Planner at Ascend Advisory Group
Industry Financial Services
Experience
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

Ryan Oravetz Ryan Oravetz Columbus, Ohio Details
Ryan Oravetz's Summit Financial Strategies, Inc. Experience June 2013 - Present
Job Staff Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
Summit Financial Strategies, Inc.   June 2013 - Present
The United States Air Force  March 2006 - March 2010

Education
The Ohio State University   2010 — 2013

Nicholas McCreary Nicholas McCreary Chagrin Falls, Ohio Details
Nicholas McCreary's Summit Financial Strategies, Inc. Experience August 2012 - December 2012
Job Financial Planning Assistant at HW Financial Advisors
Industry Financial Services
Experience
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

Michael Brandeberry, CFP®, ChFC® Michael Brandeberry, CFP®, ChFC® Kansas City, Missouri Area Details
Michael Brandeberry, CFP®, ChFC®'s Summit Financial Strategies, Inc. Experience April 2006 - October 2006
Job CERTIFIED FINANCIAL PLANNER™ at ICMARC
Industry Financial Services
Experience
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

Betty Young Betty Young Scottsdale, Arizona Details
Betty Young's Summit Financial Strategies, Inc. Experience June 2008 - October 2009
Job Beneficiary Administrator at Vanguard
Industry Financial Services
Experience
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

David L. Fadel, MBA, CFP® David L. Fadel, MBA, CFP® Buffalo/Niagara, New York Area Details
David L. Fadel, MBA, CFP®'s Summit Financial Strategies, Inc. Experience January 1983 - Present
Job Independent Investment Advisor
Industry Investment Management
Experience
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

Myshell Hansen Myshell Hansen Orange County, California Area Details
Myshell Hansen's Summit Financial Strategies, Inc. Experience November 2009 - February 2010
Job Clinical Sales Consultant at
Industry Medical Devices
Experience
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

Andrew Wagner, CFP® Andrew Wagner, CFP® Greater Denver Area Details
Andrew Wagner, CFP®'s Summit Financial Strategies, Inc. Experience 2012 - 2014
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
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

Molly Luebkemann Molly Luebkemann Oxford, Ohio Details
Molly Luebkemann's Summit Financial Strategies, Inc. Experience May 2014 - August 2014
Job Professional Services Intern at Nielsen Company
Industry Marketing and Advertising
Experience
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

Eric Laub Eric Laub Ann Arbor, Michigan Details
Eric Laub's Summit Financial Strategies, Inc. Experience August 2014 - December 2014
Job Financial Planning Specialist
Industry Financial Services
Experience
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

Jessica O'Donnell, CFP® Jessica O'Donnell, CFP® Greater New York City Area Details
Jessica O'Donnell, CFP®'s Summit Financial Strategies, Inc. Experience 2011 - Present
Job Financial Planner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

William Whitaker William Whitaker Columbus, Ohio Area Details
William Whitaker's Summit Financial Strategies, Inc. Experience April 2005 - Present
Job Partner at Summit Financial
Industry Financial Services
Experience
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

Brittney Allen Brittney Allen Columbus, Ohio Details
Brittney Allen's Summit Financial Strategies, Inc. Experience December 2013 - May 2014
Job Claims Adjuster
Industry Financial Services
Experience
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

Sean Quinlan Sean Quinlan West Chester, Ohio Details
Sean Quinlan's Summit Financial Strategies, Inc. Experience January 2012 - April 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Daniel Brichler Daniel Brichler Kansas City, Missouri Details
Daniel Brichler's Summit Financial Strategies, Inc. Experience August 2013 - December 2013
Job Business Analyst at Cerner Corporation
Industry Hospital & Health Care
Experience
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

Peter Wesolowski Peter Wesolowski Columbus, Ohio Details
Peter Wesolowski's Summit Financial Strategies, Inc. Experience January 2013 - May 2013
Job Intern at Summit Financial Strategies Inc.
Industry Financial Services
Experience
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

Tim Hamilton Tim Hamilton Pickerington, Ohio Details
Tim Hamilton's Summit Financial Strategies, Inc. Experience 2001 - 2006
Job Managing Director and Founder at FinancialFamilies
Industry Financial Services
Experience
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

Audra McIntosh Audra McIntosh Columbus, Ohio Area Details
Audra McIntosh's Summit Financial Strategies, Inc. Experience 2010 - 2010
Job Vice President/Marketing Manager Commercial Segments at Huntington National Bank
Industry Marketing and Advertising
Experience
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

Samantha Macchia Samantha Macchia Columbus, Ohio Area Details
Samantha Macchia's Summit Financial Strategies, Inc. Experience July 1996 - Present
Job Financial Planner and Advisor, CFP(r), COO, CCO Partner at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Tim Swain, CFP® Tim Swain, CFP® Columbus, Ohio Area Details
Tim Swain, CFP®'s Summit Financial Strategies, Inc. Experience April 2014 - Present
Job Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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

Joseph Pardi, MBA Joseph Pardi, MBA Columbus, Ohio Details
Joseph Pardi, MBA's Summit Financial Strategies, Inc. Experience August 2007 - May 2009
Job Financial Analyst at Astute Solutions
Industry Accounting
Experience
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

Kyle Radabaugh Kyle Radabaugh Columbus, Ohio Details
Kyle Radabaugh's Summit Financial Strategies, Inc. Experience August 2013 - December 2013
Job Wealth Management Administrator at Budros, Ruhlin & Roe, Inc.
Industry Financial Services
Experience
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

Jared Berry Jared Berry Greater Pittsburgh Area Details
Jared Berry's Summit Financial Strategies, Inc. Experience January 2015 - April 2015
Job Recent Graduate in Economics & Political Science
Industry Financial Services
Experience
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)

Kyle Redmond Kyle Redmond Columbus, Ohio Area Details
Kyle Redmond's Summit Financial Strategies, Inc. Experience May 2015 - August 2015
Job Financial Planning Intern at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
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