Liam joined Summit Financial Strategies in 2000 and serves as Summit’s Chief Investment Officer. 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.
Liam graduated from Grove City College (Economics and Financial Planning) and Robert Morris University (Masters of Taxation). Liam is a CFA® charterholder, a member of the Chartered Alternative Investment Analysts Association®, a CAIA Charter Holder, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst℠, a member of IMCA®, and an Enrolled Agent.
Liam is a specialist in income and estate tax planning, portfolio sustainability related to investment management decisions and specialized issues facing corporate executives.
Liam and his family live in Lewis Center, Ohio.
To hear more about Liam, view his video: Liam’s Video