Lesa Fitzpatrick
Database Manager & Trader

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Lesa has been a part of the Summit team since 1998. Lesa is responsible for maintaining Summit’s asset management software, acting as the firm’s custodial liaison, trade implementation and working closely with all Summit staff to provide support services for clients.

Lesa resides in Westerville with her Boston Terriers, Kinsey and Bode. She is enjoying being a “Nonna” to her grandson, Crew Robert Michael.

Football, soccer and basketball follower · Buckeye fan · World’s Best ‘Nonna’

Team members available to assist are:

Katherine McCartan
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.

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