Summit Newsletter – June 2024


NEW! A Market Update Video

Investment commentary can be a bit of an information overload. In an effort to make things easier on our clients, Steve Cavalieri, will be sharing Market Update Videos as part of your Summit Newsletter. Check out what’s been happening so far this year in the market–in just 3.5 minutes.




My child just graduated from college and has funds remaining in their 529.
What are my options?

Need some direction on how to best use and get the most out of your 529 college savings plan? Our own Hannah Fitzpatrick tackled this question in “Summit Insights.” Read the article.




Now to Next® Scholarship Winners
Congratulations to Te’vion Gilbreath and Kaleb Dave, our Summit Now to Next® Scholarship winners from The Ohio State University. We’re excited to see our motto–Now to Next®–come to life, as we walk alongside the next generation of financial advisors.


Have you met Sarah yet?
If you haven’t been in our office lately, you may not have had the pleasure of meeting Sarah Frady–our Summit Receptionist who brings an impressive mix of quality communication and creativity to our team, with significant experience in administration, social media management and more.



  • Austen Harrison – Partner and Senior Financial Advisor
  • Kate Coghill – Associate Advisor
  • Steve Cavalieri – Associate Advisor, Chief Investment Officer 
  • Luke Salcone – Chief Compliance Officer
  • Tim Swain – Chief Operating Officer





    Congratulations are in order to Sam LaVielle and Sean Luttrell, who recently attained their CFP® certifications! CFP® professionals have met rigorous qualifications; including passing a comprehensive exam, high ethical standards, and experience related to delivering financial planning services.







    A Favorite

    “When I find myself reminiscing about my sons when they were children, I remember that I have to make it a priority to continue to build memories together now that they are adults. I can’t control how quickly it all went by, but I can control what we do with the time ahead of us.”





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