CFP®
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Liam graduated from Grove City College (Economics and Financial Planning) and Robert Morris University (Masters of Taxation). His wealth management career started in 1989 with The Ayco Company, L.P. in Pittsburgh. He came to Columbus in 1996 as part of Ernst & Young LLP’s Personal Financial Counseling division.
He served as a financial advisor at Summit for 24 years before retiring at the beginning of 2025. He lives in Delaware, Ohio with his family.