ANNOUNCEMENTS

January 15, 2019

New Associate Advisors Announced

Summit Financial Strategies, Inc. is proud to announce our two newest associate advisors: Austen Harrison and Matthew Daniel. This news reflects Summit’s commitment to attract and retain talented advisors for many years to come. Please join us in congratulating our new associate advisors. Matthew Daniel, CFA                    … Continued

January 15, 2019

Summit Financial Strategies, Inc. Hire Two New Associates

Welcome Clayton Kreuz and Matt Garasic as Summit’s newest associates!     Learn more about Clayton here                        Learn more about Matt here                                             

November 13, 2018

Matthew Daniel Completes CFA Program

Congratulations to our own Matthew Daniel! Matthew successfully completed the CFA® Program Level III Exam and is now a holder of the right to use the Chartered Financial Analyst® designation. Read more about Matthew here: Matthew’s Bio

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