Summer Anderson
CFP®
Financial Advisor

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Summer joined Summit full time in the Spring of 2017, after serving as an intern beginning in the Fall of 2015.

Summer became a CERTIFIED FINANCIAL PLANNER® professional in 2019. She is the Treasurer of the Central Ohio Financial Planning Association (FPA) and is a member of the National Association of Personal Financial Advisors (NAPFA). She is a co-leader of the NAPFA Central Ohio Local Group. She also serves on the board for Worth the Wait as an investment advisor.

Summer graduated magna cum laude from The Ohio State University in 2017 with a Bachelor of Science degree in Consumer and Family Financial Services and a minor in Business from the Fisher College of Business.

Summer is from Canton, Ohio, and currently resides in Worthington with her husband, David, son, Miles, and dog, Mia.

Park goer · Podcast listener · Enjoys time with family and friends

Articles from Summer Anderson

Team members available to assist are:

Wendy Trout
Ben Skinner
Keegan VanMeter

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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