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 and currently serves as Chief Financial Officer. Ted 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