ANNOUNCEMENTS

June 3, 2016

Summit Advisors Attend NAPFA Conference

Recently, 5 of Summit’s advisors attended the annual Spring conference held by the National Association of Personal Financial Advisors (NAPFA).  The conference was held in Phoenix, Arizona, and contained many educational sessions which helps Summit advisors stay on the cutting-edge of financial planning strategies. Samantha Macchia, President of Summit, participated in a panel discussion around employee … Continued

May 3, 2016

New Partners Announced

Summit Financial Strategies is proud to announce our two newest partners: Mike Scherer and Tim Swain. This news reflects Summit’s commitment to attract and retain talented financial advisors for many years to come. Please join us in congratulating our new partners!   Mike Scherer CFP® Partner Director of Research Senior Financial Advisor   Mike started … Continued

March 14, 2016

Summit Financial Strategies Names Samantha Macchia as President and CEO

Company’s innovative structure allows employees to embrace leadership roles Summit Financial Strategies announced Samantha Macchia as the next President and CEO of the company. Former President, Ted Saneholtz, will continue to serve as CFO and remain a vital part of the executive team. “It is an honor to have the opportunity to empower our team … Continued

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