Two Important Updates

Emails.
A few of you have reached out and informed us that emails from your advisor are landing in your spam folder. In order to prevent this from happening in the future, we ask for your help with two things: 1) Please check your spam folder for any missed emails. 2) Please add your advisor’s email address to your contacts. We appreciate your help!

The big move.
In the very near future, the Summit team will pack up computers, family photos, and our favorite office plants and head to our NEW Easton office (on the top floor of Pins in Easton’s newest district). We’ll continually keep you updated about the big move.

Summit Smart Tip

Summit Family Updates

We’re very excited to announce that long-time Summit Partner and CMO Brian Sutliff got married last weekend. We’re excited for this new journey with his best friend and wife – Marie. Congratulations, Brian!

Meet Sean Luttrell

Rochester-born. Dayton-raised. Miami grad. Hockey addict. Meet Sean Luttrell. Sean joined the Summit team in February of 2022. Prior to joining our team, he worked as a Registered Representative at Morgan Stanley. He’s excited to continue serving our Summit families this year. Outside of the office, you can find Sean at the ice rink, golf course, or spending time with his friends and family.

Save the Date

It’s one of our favorite times of year to spend time with our clients and families, so when we locked down a date and venue for this year’s annual holiday party, we had to share! Mark your calendars for the:

Summit Financial Strategies Annual Holiday Party
Thursday, December 1st
5:30PM – 8:30PM
The Fives Columbus