Get to know Summit

A picture may say a thousand words, but we can tell you so much more about our
firm’s culture. Hear what some of our advisors have to say about life at
Summit Financial Strategies.

Ted K. Saneholtz
CPA, CFP®, ChFC
Partner / Founder
Chief Financial Officer
Senior Financial Advisor

Samantha A.L. Macchia
CFP®, ChFC
Partner
President / Chief Executive Officer
Senior Financial Advisor

Brian T. Sutliff
MS, CFP®, ChFC
Partner
Chief Marketing Officer
Senior Financial Advisor

Liam Hurley
MTAX, CFA, CAIA, CFP®, CIMA®, EA
Partner
Chief Investment Officer
Senior Financial Advisor

Joe Reardon
CFP®, CRPS®, AIF®
Partner
Senior Financial Advisor

Mark Coffey
JD, CFP®
Partner
Senior Financial Advisor
Director of Planning

Wendy Trout
CFP®
Partner
Senior Financial Advisor

Mike Scherer
CFP®
Partner
Director of Research
Senior Financial Advisor

Tim Swain
CFP®
Partner
Chief Compliance Officer
Senior Financial Advisor

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