Teachers and State Employees: Important News On January 5, 2025, President Biden signed the Social Security Fairness Act into law, […]
Your Team.
Five things we stand for & stand against
Real first. Refined second.
In an industry that’s often given off the impression that three-piece-suits, dark mahogany, and 4-syllable words are reflections of success—we’ve simply chosen to not give any conjured impressions at all, but to rather just be exactly who we are. We’re still professional, sophisticated, tireless workers – the best at our craft – and a team that feels privileged to steadfast-serve those we work for. We just don’t believe that faux words and silk ties are the true indicators of class. We believe that people communicate their dreams, struggles and aspirations best when they’re comfortable. We do comfortable.
Servers. Not sellers.
We don’t have salespeople because we don’t need them. ‘Growing fast’ isn’t a part of our mission. Rather, we take care of one person with full fervor, because what we’re caring for is a really big deal. And we believe that if we do that, another will come — and then another. Because we served well. Not because we sold well.
“Smart” is cool.
Our clients want someone they can relate to and someone they can trust. But let’s not fool ourselves. What they also NEED—is “Smart”. We let our studied team members with experience and wisdom lead the way. While welcoming, trusting and leaning on the next generation of prodigies to inspire us to be even better.
We respect our opportunity.
What we get to do for you—is weighty. We’re mapping futures and retirements and legacies. And the joy and pride and peace that come with it. We come to work to enjoy our jobs. And our careers. But we also approach the day with ‘respect’. Because what we do demands it.
Diversity, equity, and inclusion.
At the core of Summit Financial Strategies, we’re a group of humans looking to work for and partner with all people, regardless of what you look like, what you believe in, where you come from, or who you love. We’ve seen firsthand how cultural differences can broaden perspectives, challenge thought patterns, and make us better. We are committed to our current and future efforts toward diversity, equity, and inclusion.

Meet your team
Hear from our advisors
President/CEO
Senior Financial Advisor
Chief Marketing Officer
Senior Financial Advisor
Chief Compliance Officer
Senior Financial Advisor
Senior Financial Advisor
Director of Planning
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Chief Investment Officer
Senior Financial Advisor
Chief Financial Officer
Senior Financial Advisor
Chief Investment Officer
E-Summit Advisor
Things we have going on
From the causes we’re passionate about, to the adjustments we’re constantly making to serve you better…
There’s always news to share.
As you may have heard in the news, there has been an increase in high-profile data breaches that exposed […]
Tax Deadline Approaching The 2023 tax season is underway, with the filing deadline approaching on April 15, 2024. […]
The 2023 tax season is underway, with the filing deadline approaching on April 15, 2024. Whether you self-file or […]
Thank you for joining us! We had an incredible turnout for our Summit Fireside Chat on October 19th. […]
Mark Your Calendars The SummitHoliday Party has been an incredibly fun night each time we’ve done it, but this […]
We. Try. Hard.
Here’s how:
Our team of local, Columbus financial planners offer assistance with estate planning, financial planning, investment management, tax optimization, or retirement strategies. Our financial advisors are the type of folks who return your calls – immediately. We offer Wealth Management clients four planning meetings a year, not one or two. We keep an extremely low ratio of clients to advisors. And you’ll get to work with an entire Columbus-based financial advisory team – not just one person. We even work closely with the other professionals in your life (Attorneys, Accountants, Insurance Agents, Bankers and Mortgage Brokers) to make sure that all aspects of your financial plan are properly coordinated. If you’re interested in mapping your Now to Next® with a financial advisory team that leaves no stone unturned, we’d love to talk.
To learn more, here’s a brief overview from Summit Partner Brian Sutliff in this quick 45-second intro video.