Jake Zugan
Staff Financial Advisor

Jake Zugan joined the Summit team in August of 2020. Prior to joining full time, Jake worked as an intern for Summit while attending The Ohio State University. While at Ohio State, Jake earned his Bachelor of Science degree in Consumer and Family Financial Services and was a member of the Student Financial Planning Association.

Jake grew up in Chardon, Ohio and currently lives in Columbus. Outside of work, he enjoys fishing, participating in and watching all sports, cooking, and spending time with family and friends.

Team members available to assist are:

Mike Scherer
Tim Swain
Joe Reardon
Ben Murray
Kevin Kruse

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