Summit Financial Strategies Inc

Austen Harrison is a CFP® professional with seven years of experience at Summit Financial Strategies Inc. He has worked at Summit continuously since 2015. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, and separate financial and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Benjamin Murray is a CFP® professional with six years of industry experience, currently serving at Summit Financial Strategies Inc. He previously worked at PNC Bank before joining Summit, where he has been employed since 2016. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and operates as a fee-only fiduciary with a focus on long-term portfolio strategies alongside more flexible investment options.

Hannah Fitzpatrick is a CFP® professional with 4 years of industry experience, currently serving at Summit Financial Strategies Inc since 2016. Her prior work includes roles at The Walt Disney Company and Financial Solutions, LLC. Outside of her advisory work, she has experience in the hospitality sector through Eddie George's Grille 27. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory, wealth management, financial planning, and tax planning services, employing both discretionary and non-discretionary portfolio management with a range of investment options and a focus on long-term strategies.

Samuel La Vielle is a CFP® professional with four years of experience at Summit Financial Strategies Inc. His prior experience includes roles at Bank of America and Equis Financial, as well as coaching swimming at Olentangy Orange Schools. He is currently based in Columbus, OH. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies alongside selective use of shorter-term trading and alternative investments.

Timothy Swain is a CFP® professional with 12 years of experience in financial advising. He has been with Summit Financial Strategies Inc. since 2014. Summit Financial Strategies serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services, standalone financial and tax planning, and discretionary portfolio management with a focus on long-term strategies complemented by various investment options and tools.

Mark Coffey is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Summit Financial Strategies Inc since 2010. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory and wealth management services alongside standalone financial and tax planning, employing primarily long-term investment strategies with access to a variety of portfolio management options.

Luke Salcone is a CFP® professional with 10 years of experience in financial advisory services. He has been with Summit Financial Strategies Inc. since 2015 and previously worked for Bruegger's Bagels DBA North Coast Bakeries from 2007 to 2018. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans with investment advisory, wealth management, and standalone financial and tax planning services. The firm operates as a fee-only adviser with fiduciary standards, offering both discretionary and non-discretionary portfolio management and emphasizes long-term investment strategies alongside flexible, client-tailored options.

Todd Anderson is a financial advisor with Summit Financial Strategies Inc in Columbus, OH. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Summit, he worked at Nationwide Mutual Insurance for eight years and JPMorgan for five years. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial planning, and tax planning services, operating as a fee-only fiduciary with both discretionary and non-discretionary portfolio management.

Keegan Van Meter is a CFP® professional with four years of industry experience, currently serving at Summit Financial Strategies Inc. Prior to his advisory role, he worked at Ohio University and Granville High School. Outside of his financial advisory work, he is involved in managing storage unit facilities through two real estate ventures in Ohio. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management, emphasizing long-term strategies with flexibility for shorter-term trading and alternative investments.

Christopher Bartkowski is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Summit Financial Strategies Inc and has previously been employed at Corient, Budros, Ruhlin & Roe, Squire Patton Boggs, and Bloomberg BNA. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers fee-only investment advisory and wealth management services along with standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies.

Benjamin Skinner is a CFP® professional with nine years of experience, currently serving at Summit Financial Strategies Inc in Columbus, OH. He has been with Summit Financial Strategies since 2013. Summit Financial Strategies serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial planning, and tax planning services, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies while maintaining flexibility for shorter-term approaches and alternative investments.

Brian Sutliff is a CFP® and ChFC® with 25 years of experience in financial advising. He has been with Summit Financial Strategies, Inc. since 2005. In addition to his advisory role, he lectures undergraduate financial planning classes at The Ohio State University. Summit Financial Strategies serves individual clients, trusts, estates, charitable organizations, and retirement plans, offering investment advisory, wealth management, and financial and tax planning services. The firm operates as a fee-only advisor with a fiduciary oath and employs both discretionary and non-discretionary portfolio management using a variety of investment vehicles and strategies.

Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.