Chris Bartkowski
JD, MBA, CFP®
Associate Advisor
Director of Research
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Chris Bartkowski joined Summit in September of 2023, after working for several years at another financial planning firm. Chris is a career changer and “recovering” attorney, having spent the first part of his career as a litigator and working for a legal research provider.

Chris received his Bachelor of Arts degree with a major in economics from New York University. He received his law degree from St. John’s University and his Master of Business Administration from The Ohio State University. He became a CERTIFIED FINANCIAL PLANNER® professional in 2021.

Chris lives in Bexley with his wife and kids.

Ice-Hockey player and coach · Trying to master the art of tiring out his kids… (open to suggestions)

 

Team members available to assist are:

Mike Scherer
Tim Swain
Joe Reardon
Ben Murray
Hannah Sillanpaa
Nicholas Guidos

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Financial Strategies, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

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