Katherine McCartan
CFP®
Internal Accountant

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Katherine graduated with a Bachelor of Science Degree in Family Resource Management from The Ohio State University in 2006. She began her career at Summit Financial Strategies in 2007 after having completed nine months of internship experience with the firm. Katherine is a CERTIFIED FINANCIAL PLANNER ™ practitioner. In 2020 Katherine became the Internal Accountant and performs accounting, operational, billing and compliance functions.

Katherine resides with her husband and two daughters in Upper Arlington.

Reader · Avid traveler · Die-hard supporter at her daughters’ sporting events

Team members available to assist are:

Lesa Fitzpatrick
Zoe Donohue
Jaymi Chaffin

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