Ted has been providing investment advisory, insurance and benefits counseling, estate and succession planning services to clients since 1983. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant and a NAPFA-Registered Financial Advisor.
Ted is the founder of Summit Financial. He has been selected by Worth magazine as one of the country’s best financial advisors and listed as a top advisor in Medical Economics and Bloomberg Wealth Manager. He has been quoted and published in numerous publications and is frequently a public speaker on financial topics.
Ted is a graduate of Miami University. He is actively involved in a number of professional, civic, and charitable organizations. He lives in Dublin, Ohio with his wife and three girls.
To hear more about Ted, view his video: Ted’s Video