Staff Financial Advisor
Kate Coghill joined Summit at the start of 2018. Prior to joining Summit, Kate was the Financial Aid Advisor for the Veterinary Medicine students at The Ohio State University.
Kate graduated from The Ohio State University with a Bachelor of Science degree in Hospitality Management and a minor in Business from the Fisher College of Business in spring of 2011.
Kate became a CERTIFIED FINANCIAL PLANNER™ professional in 2020 and is a member of the National Association of Personal Financial Advisors (NAPFA).
Kate is from Worthington, Ohio and currently resides on the southeast side of downtown. In her free time, Kate enjoys hiking, traveling, running, spending time with friends, and refinishing furniture.
Team members available to assist are: