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Team
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Thomas
C. B. Davison, MA, PhD, CFP®
Principal, Vice President, Chief Technical Officer,
Investment Committee Member
Tom joined our firm in 1998. He holds graduate degrees in Psychology, is a
CERTIFIED FINANCIAL PLANNER™ practitioner and a NAPFA-Registered Financial
Advisor.
Tom is an Advisory Board member for myStockOptions.com. He regularly presents
at conferences for wealth managers and CPAs and publishes articles in professional
publications. He is frequently quoted in local and national press, including
The New York Times, Kiplinger's magazine, and AARP Bulletin. Tom is active
in the Financial Planning Association, American Association of Individual Investors,
and NAPFA.
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Liam
J. Hurley, MS, CFP®, CIMA
Principal, Vice President,
Investment Committee Chairperson
Liam joined Summit in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner
and a Certified Investment Management Analyst. He has been a wealth manager since
1989, working with executives and families during his tenure at Ernst & Young
LLP and Ayco. He holds a Bachelors degree in Financial Planning/Economics and
an Masters degree in Taxation.
Liam has made presentations to The Ohio State University's Family Financial Management
Conference, The Mary Rutan Foundation, Springfield Planned Giving Committee,
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William
S. Whitaker, MS, CFP®
Associate Advisor
William began his career with Summit as an intern in 2004. He is a CERTIFIED FINANCIAL PLANNERª practitioner and holds a Bachelors of Science Degree in Family Financial Management from The Ohio State University. William is currently working toward his Masters degree in Financial Planning from The College for Financial Planning.
William serves as treasurer for the Columbus Junior Chamber of Commerce (JAYCEES) and is a NAPFA Corporate Professional member. William serves as a volunteer with Junior Achievement, teaching economics and finance to Columbus Public School students.
William has made multiple presentations at The Ohio State UniversityÕs Family Financial Management Conference and NAPFA.
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Katherine
J. H. McCartan
Staff Financial Advisor
Katherine began her career with Summit as an intern in 2006 and was hired
full-time in 2007. She holds a Bachelors of Science Degree in Family Resource
Management from The Ohio State University. Katherine is currently pursuing
her CERTIFIED FINANCIAL PLANNER™ designation.
Katherine is a NAPFA Corporate Professional member and volunteers in the Columbus
Public Schools. Katherine also co-chairs the Summit Internship program.
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Ted
K. Saneholtz, CPA, CFP®, ChFC
Principal, President, Treasurer,
Investment Committee Member
Ted has been providing investment advisory, insurance and benefits counseling,
estate and succession planning services to clients since 1983. He is a Certified
Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered
Financial Consultant and a NAPFA-Registered Financial Advisor.
Ted has been selected by Worth magazine as one of the country's best financial
advisors, as well as listed as a top advisor in Medical Economics and Bloomberg
Wealth Manager. He has been quoted and published in numerous publications,
and is frequently a public speaker on financial topics. He is also actively
involved in a number of professional, civic, and charitable organizations.
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Samantha
A. L. Macchia, CFP®, ChFC
Principal, Vice President, Secretary, Chief Operating
Officer, Chief Compliance Officer,
Investment Committee Member
Samantha has been providing financial and investment advisory services to clients
since 1992, and always in a Fee-Only environment. She is a CERTIFIED FINANCIAL
PLANNER™ practitioner, a Chartered Financial Consultant, a Chartered Advisor
for Senior Living, and a NAPFA-Registered Financial Advisor.
Samantha is a frequent contributor to local and national publications and is
active in professional organizations such as the National Association of Personal
Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She
has served as both President and Treasurer of the NAPFA Midwest Regional Board
of Directors. Samantha and is currently serving a three-year term as Treasurer
of the NAPFA National Board and a one-year term on the NAPFA Consumer Education Foundation Board of Trustees.
Samantha holds a BS in Business Administration/Finance from The University of
Akron. She is a frequent public speaker at events including those held by NAPFA,
The Ohio Society of CPAs Personal Financial Planning Forum and The Ohio State
University's Family Financial Management Conference. Samantha has recently appeared
in a live interview on CNBC's Power Lunch television program. |
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Benjamin
W. Kautz, CFP®
Associate Advisor
Ben began his career in financial planning as Summit's first intern in 2003.
He holds a Bachelors of Science Degree in Finance and Economics with a minor
in Business from Ohio University. Ben is a CERTIFIED FINANCIAL
PLANNER™ practitioner and a NAPFA Corporate Professional member. Ben serves as the chair of Summit's
internship program and sits on the firm's marketing committee and investment sub-committee.
Ben volunteers as the pitching coach for his alma-mater, Upper Arlington's Junior Varsity Baseball Team. In the summer he also helps coach the Upper Arlington 14 & under travel baseball team. |
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Michael
R. Scherer
Staff Financial Advisor
Mike began his career at Summit as an intern in 2006. He holds a Bachelors
of Science Degree in finance with a focus in microeconomics from Miami University
of Ohio. Mike is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Mike is a NAPFA Corporate Professional member and serves as the co-chair of
Summit’s internship program.
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Brian
T. Sutliff, MS, CFP®, ChFC
Principal, Vice President, Marketing Director,
Investment Committee Member
Brian has provided personal wealth management advice for over a decade. He
holds a BS degree in family financial planning from The Ohio State University
(OSU) and a Masters in Financial Planning from the College of Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial
Consultant, a Certified Divorce Financial Analyst™ and a NAPFA-Registered
Financial Advisor.
Brian has been named one of the top wealth managers by Bloomberg. He teaches
financial planning at the OSU CFP® Certification Education Program and
Franklin University in Columbus, Ohio. He is an approved adjunct faculty member
for the College of Financial Planning in Denver, Colorado and has made presentations
to OSU's Family Financial Management Conference. Brian is active in the Granville,
Ohio community.
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Joseph
M. Reardon, CFP®, CRPS®
Senior Financial Advisor,
Investment Committee Member
Joe started his career as an investment specialist with Charles Schwab & Co.
in 1992, and became a Fee-Only wealth manager in 1996.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement
Plans Specialist, and a NAPFA-Registered Financial Advisor. Joe holds a BS in
Business Administration /Economics from The Ohio State University.
Joe is an active member of the Financial Planning Association. He joined Summit
in 2002.
Joe has made presentations to the Ohio Society of CPAs Personal Financial Planning
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Wendy
S. Trout, CFP®
Financial Advisor,
Investment Committee Member
Wendy has been providing comprehensive financial planning services to clients
in a Fee-Only environment since 1995. She joined Summit in 2004. She is a CERTIFIED
FINANCIAL PLANNER™ practitioner and holds a Bachelors Degree in Business
Operations.
Wendy is a member of the Financial Planning Association. She is also a National
Association of Personal Financial Advisors (NAPFA) Corporate Professional Member.
Wendy was recently invited to speak at a national conference, regarding the implementation
and utilization of portfolio management software. She volunteers in her community
and with several national charitable organizations. |
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Tim
Swain
Staff Financial Advisor
Tim began his career in financial planning at Summit in 2006. He holds a Bachelors
of Science in Human Ecology from The Ohio State University. Tim is currently
pursuing his CERTIFIED FINANCIAL PLANNER™ designation. Tim is a NAPFA
Corporate Professional member. |
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Julia
S. Seitz, CFP®
Staff Financial Advisor
Julia began her career at Summit as an intern in 2007. Julia holds a Bachelors
of Science Degree in Family Financial Management with a minor in business from
The Ohio State University, and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Julia is a NAPFA Corporate Professional member and serves as the co-chair of
Summit’s internship program. She also volunteers with the Columbus Public
Schools.
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