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

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

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

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

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

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

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Wendy Trout
CFP®
Partner
Senior Financial Advisor

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Mike Scherer
CFP®
Partner
Director of Research
Senior Financial Advisor

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Tim Swain
CFP®
Partner
Chief Compliance Officer
Senior Financial Advisor

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Ben Skinner
CFP®
Financial Advisor

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Luke Salcone
CFP®
Financial Advisor

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