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These newcomers are eager to make a lasting impact in our clients’ lives and in the community. Meet the five newest additions to the Summit family.
Meet Andrew Herman.
(Left) Prior to joining Summit, Andrew Herman worked as a Financial Planning Associate for a wealth management firm out of Minneapolis. Andrew earned a Bachelor of Science degree in Business Administration with a focus in Finance from The Ohio State University in Spring 2020. At his time at OSU, he was on the leadership team for the Ohio State Financial Planning Association. Andrew is from Kent, Ohio, and currently resides in Columbus. In his free time, he enjoys lifting weights, playing volleyball, traveling, and spending time with his friends.
Meet Jack Tucker.
(Second to left)
Prior to getting his Masters in Financial Analysis from Christopher Newport (located in his home state of Virginia), Jack Tucker got his bachelors in Business Administration from Bridgewater College, located in Virginia’s Shenandoah Valley. His hobbies include enjoying the outdoors, staying active, and spending time with family and friends. He is dedicated to helping people live better lives, and he believes his opportunity with Summit is a great way to begin making that happen!
Meet Benny Higgenbotham III.
(Middle) Benny Higgenbotham III studied Family Financial Services at The Ohio State University. After graduating in 2016, Benny’s passion for service and education led him to Dubai, U.A.E. where he worked as a teacher. Seeking to continue working in a challenging yet fulfilling career field back in the U.S. led him to Summit Financial Strategies. Benny is looking forward to serving all of our clients and their families.
Meet Dennis Grossman.
(Second to right) Dennis Grossman worked for three different Registered Investment Advisors in Maryland (his home state) and in Indiana prior to joining Summit. He obtained his CFP® certification in March of 2021. Before joining the financial industry, Dennis’ background included a bachelor’s degree in Infectious Disease from Penn State University and work in both retail and inpatient pharmacies. In his free time, he enjoys reading and exploring new bars and restaurants. He’s excited to bring his passion for numbers and data to the Summit team.
Meet Steve Cavalieri.
(Right) Prior to working at Summit, Steve Cavalieri earned the designations of Chartered Financial Analyst® and Chartered Market Technician®. He spent the 15 years prior to Summit working as a portfolio manager for alternative asset managers based in Connecticut and New York. Before starting in investment management, Steve began his career as an Information Technology auditor, spending time with Ernst & Young, Nationwide Insurance, and a consulting business he founded. Steve graduated magna cum laude from Indiana University in 2001. There he earned a Bachelor of Science degree with a concentration in Computer Information Systems. Steve is a member of the CFA Society and the CMT Association, as well as a former board member of the Columbus CFA Society. Steve resides in Worthington with his wife Krista and their children – CaraMia, Camilla, and Rocco. In his spare time, he enjoys playing soccer with the family and encouraging his children to eat their vegetables.
Summit Named in CNBC FA 100 Top Ranked Advisory Firms for 2020 Summit is proud to be a […]