We can help move your
investment portfoliofamily wealthcollege fundinggifting strategiesfinancial independence
from now to next.

We are Summit
Financial Strategies.

MEET OUR NEWEST PARTNERS
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Mark Coffey
JD, CFP®
Partner
Senior Financial Advisor

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Joe Reardon
CFP®, CRPS®
Partner
Senior Financial Advisor

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Wendy Trout
CFP®
Partner
Senior Financial Advisor

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William Whitaker
MS, CFP®
Partner
Senior Financial Advisor

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Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495