August 18, 2016

Four Summit Associates Pass the CFP® Examination

We are proud to announce four Summit Staff Financial Advisors passed the CERTIFIED FINANCIAL PLANNER™ examination this year. From left to right, Natalie Bacon, Scott Schwartz, Nicole Dray, and Austen Harrison passed the exam. We are proud of all their hard work and dedication to pursuing the CFP® certification.

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

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