Katherine McCartan
CFP®
Partner
Internal Accountant
Add to Contacts
Email Katherine

First time hearing about Summit?
Check out the 3-Minute Summit Experience

Image

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

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.

Learn more about Summit Financial

Let's Talk