Sam LaVielle
CFP®
Staff Financial Advisor

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Sam LaVielle joined Summit in June 2022. Prior to joining full time, Sam worked as an intern for Summit (since January 2020). He graduated Magna Cum Laude from The Ohio State University with a Bachelor of Science degree in Business Administration with a specialization in corporate finance, and a Bachelor of Science degree in Consumer and Family Financial Services. Sam became a CERTIFIED FINANCIAL PLANNER ™ professional in 2024. Sam is a member of Summit’s Investment Committee, Marketing Committee, and Retirement Committee and helps run the Internship program.

Sam grew up in Dayton, Ohio, and currently lives in Columbus.

Masters team swimmer · Cleveland Browns supporter · Fan of time with family and friends

Team members available to assist are:

Brian Sutliff
Luke Salcone
Austen Harrison
Kate Coghill

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