August 10, 2017

Two Summit Associates Earn Designations

Congratulations to Elaine Bandy on earning her Registered ParaplannerSM designation, and to Natalie Bacon on earning her CERTIFIED FINANCIAL PLANNERTM designation. We are proud of their accomplishments!

September 1, 2016

Liam Hurley Completes CFA Program

  Congratulations to our own Liam Hurley, Partner, Chief Investment Officer, and Senior Financial Advisor! Liam successfully completed the CFA Program Level III Exam. He is now a CHARTERED FINANCIAL ANALYST® charterholder. Read more about Liam here: Liam’s Bio.

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