Tim Swain
CFP®
Partner
Senior Financial Advisor
Chief Operating Officer

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Tim started his career in financial planning at Summit Financial Strategies in 2007 and holds a Bachelor of Science degree in Consumer and Family Financial Services from The Ohio State University.

Tim is a CERTIFIED FINANCIAL PLANNER™ professional. Tim works with an internal team of planners and has extensive experience providing clients and their families with wealth management and investment advisory services. He also serves as the firm’s Chief Operating Officer.

Tim resides in Blacklick, Ohio with his wife and four children.  He spends his time away from the office with his family, gardening, running, and cycling.

Team members available to assist are:

Mike Scherer
Joe Reardon
Ben Murray
Hannah Sillanpaa

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