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Summit Financial Strategies, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Summit Financial Strategies, Inc. has about 39 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and Australia (1%). Banking and Finance make up over half of the profiles with a known department. Summit Financial Strategies, Inc.'s workforce spans 5 departments. Summit Financial Strategies, Inc.'s workforce fell 37% between January 2026 and November 2026.

Find Summit Financial Strategies, Inc. employees' phone numbers or email addresses

Summit Financial Strategies, Inc. Global Highlights

Location
Employees

North America
78

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  • United States Of America
    78

Oceania
1

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  • Australia
    1

North America accounts for 99% of Summit Financial Strategies, Inc.'s workforce, followed by Oceania (1%).

Summit Financial Strategies, Inc.'s Leadership

  • Chief Technology Officer at Summit Financial Strategies, Inc.
    S. P.
    Chief Technology Officer
    Mobile Phone
  • President at Summit Financial Strategies, Inc.
    D. H.
    President
    Mobile Phone
  • President at Summit Financial Strategies, Inc.
    T. S.
    President
    Mobile Phone
  • Owner at Summit Financial Strategies, Inc.
    L. S.
    Owner
    Mobile Phone
  • Partner, Senior Financial Advisor, Director Of Research at Summit Financial Strategies, Inc.
    M. S.
    Partner, Senior Financial Advisor, Director Of Research
    Mobile Phone
  • Partner at Summit Financial Strategies, Inc.
    M. B.
    Partner
    Mobile Phone
  • Officer Manager at Summit Financial Strategies, Inc.
    I. M.
    Officer Manager
    Mobile Phone
  • Staff Financial Advisor at Summit Financial Strategies, Inc.
    K. S.
    Staff Financial Advisor
    Mobile Phone

Summit Financial Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Other
  • Finance

Banking is the largest department at 58% of profiles with a known department, down from 88% in January 2026, followed by Finance (31%, up from 0%) and Accounting (4%, down from 5%).

Contact profiles from Summit Financial Strategies, Inc.

Name
Title
Contact
Location
Last Update
  • President at Summit Financial Strategies, Inc.
    D. H.
    President
    Mobile Phone
    Oct 21, 2024
  • Owner at Summit Financial Strategies, Inc.
    L. S.
    Owner
    Mobile Phone
    Oct 24, 2024
  • Partner, Senior Financial Advisor, Director Of Research at Summit Financial Strategies, Inc.
    M. S.
    Partner, Senior Financial Advisor, Director Of Research
    Mobile Phone
    Nov 03, 2023
  • Partner at Summit Financial Strategies, Inc.
    M. B.
    Partner
    Mobile Phone
    Oct 17, 2024
  • Chief Technology Officer at Summit Financial Strategies, Inc.
    S. P.
    Chief Technology Officer
    Mobile Phone
    Sep 22, 2023
  • President at Summit Financial Strategies, Inc.
    T. S.
    President
    Mobile Phone
    Oct 22, 2024
  • Officer Manager at Summit Financial Strategies, Inc.
    I. M.
    Officer Manager
    Mobile Phone
    Oct 16, 2024
  • Staff Financial Advisor at Summit Financial Strategies, Inc.
    K. S.
    Staff Financial Advisor
    Mobile Phone
    Oct 24, 2024
  • Staff Financial Advisor at Summit Financial Strategies, Inc.
    M. D.
    Staff Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Staff Financial Advisor at Summit Financial Strategies, Inc.
    M. G.
    Staff Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Summit Financial Strategies, Inc.?

Minus sign iconPlus sign iconBanking is the largest department at 58% of profiles with a known department, down from 88% in January 2026, followed by Finance (31%, up from 0%) and Accounting (4%, down from 5%). Summit Financial Strategies, Inc.'s workforce spans 5 departments.

Where are Summit Financial Strategies, Inc.'s employees located?

Minus sign iconPlus sign iconSummit Financial Strategies, Inc. has about 39 employees across 2 continents, most of them in North America. North America accounts for 99% of Summit Financial Strategies, Inc.'s workforce, followed by Oceania (1%). By country, the largest groups are United States Of America (99%) and Australia (1%).

How has Summit Financial Strategies, Inc.'s workforce changed over the past year?

Minus sign iconPlus sign iconSummit Financial Strategies, Inc.'s workforce fell 37% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 88% to 58%.

How many employees does Summit Financial Strategies, Inc. have currently?

Minus sign iconPlus sign iconSummit Financial Strategies, Inc. has approximately 39 employees as of November 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Summit Financial Strategies, Inc.'s key employees and leadership?

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As of November 2026, Summit Financial Strategies, Inc.'s key employees include:

  • Chief Technology Officer: S. P.
  • President: D. H.
  • President: T. S.
  • Owner: L. S.
  • Partner, Senior Financial Advisor, Director Of Research: M. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Summit Financial Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconSummit Financial Strategies, Inc. employees' email format typically follows the pattern of First@summitfin.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Strategies, Inc. email formats with LeadIQ.

What is Summit Financial Strategies, Inc. known for?

Minus sign iconPlus sign iconSummit Financial Strategies, Inc. was founded in 1995 and operates in the Financial Services industry. You can contact Summit Financial Strategies, Inc.'s main corporate office by phone at
+1-614-885-****
. Explore Summit Financial Strategies, Inc.'s company overview page for more information.

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