Summit Financial Strategies

You’re invited to join Summit for a NEW and exclusive Virtual Fireside Chat on July 23rd at 5pm EST. The event will feature Charles Schwab & Co., Inc.'s Managing Director of Legislative and Regulatory Affairs, Michael Townsend, and Summit Financial Strategies Partner and Senior Financial Advisor, Wendy Trout to discuss upcoming mid-term elections. More details to come.

It’s one thing to claim that you treat clients “like family.” But when they really, truly trust you to care for their partner—when they’re no longer here to do it—we think that type of relationship speaks for itself. And it’s why we do what we do.

“It was my first half marathon and definitely challenging—but very rewarding to see training pay off!”

We’re so proud of Ally––one of our staff financial advisors––on completing the Cap City Half Marathon! Whether in the office or outside it, we love celebrating team members who challenge themselves to push boundaries and commit to excellence.

We take our work seriously. Ourselves? A little less! We’re thankful for “Team Fun” and their commitment to creating bonding experiences for our team over the last 30-years—from fun outings to our famous Halloween party! We believe that serving our clients best starts with a team that is connected.

While it’s been 30 years since that camp, it’s cool to see how Chris has kept his adventurous mentality — and now pairs it with a brain wired for math, data, and analytics — to be very good at what he does here at Summit. As our Director of Research, he’s incredible at uncovering new roads and paths that ultimately allow us to create wins for our clients.

Our team had the privilege of partnering with My Very Own Blanket to show love to local kids in the foster care system. Each blanket we crafted also had a note of warmth, comfort, and encouragement. We’re grateful for the opportunity to give back to our community in this way.

Please help us welcome Kyle Haberkorn as our new paraplanner. Kyle joins Summit after several years in commercial finance. He holds a degree in finance from Otterbein University and lives in Westerville with his wife (and their dog!). We are excited to have him on our team. 🎉

Summit is hiring an Investment Operations Associate. This new team member will collaborate with our investment and advising teams to execute trades, rebalance portfolios, and bring investment strategies to life.

We think you’ll find meaningful work in this position, opportunities to grow, and a down-to-earth team that you’ll enjoy working with.

If it sounds like a fit — we’d love to meet you.

🔗 Apply now: https://summitfin.bamboohr.com/careers/38

One of the absolutely key ingredients needed to serve our level of clients well… is hiring REALLY. SMART. PEOPLE. And Hannah, without a doubt, perfectly fits that description. Luckily for us and our clients, she also happens to be incredibly genuine and thoughtful and strategic — and a model representation of what we’re looking for from our CERTIFIED FINANCIAL PLANNER® professionals.

We are excited to announce the addition of our new Staff Financial Advisor, Joe Cheslik. Joe brings more than 20 years of experience as a Central Ohio business owner and a passion for helping others plan their financial futures. Help us give Joe a very warm welcome to the team! 🎉