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.

Gardener · Cyclist · Runner · Loves spending time with his family

Team members available to assist are:

Mike Scherer
Joe Reardon
Ben Murray
Chris Bartkowski
Hannah Sillanpaa
Nicholas Guidos

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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