Kate Coghill
CFP®
Financial Advisor
E-Summit Advisor
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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 the 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 in Westerville.

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Team members available to assist are:

Brian Sutliff
Luke Salcone
Austen Harrison
Sam LaVielle
Kyle Mangum

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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