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Summit Financial Strategies, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Summit Financial Strategies, Inc. operates in the financial services sector, providing independent financial planning and advisory services. The firm emphasizes long-term relationships with clients and frequently works with multiple generations, supported by a team that includes a personal advisor and additional associates. It originated in Columbus, Ohio, in 1995 with two associates and has grown into a mid-sized staff serving clients across the United States.
The firm differentiates itself through its independence to tailor strategies to client goals rather than adhering to a fixed approach. In 2025, Summit Financial Strategies launched a College Planning Checklist to help families navigate common planning questions during transitions.

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

Summit Financial Strategies, Inc. Global Highlights

Location
Employees

North America
80

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  • United States Of America
    80

Oceania
1

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  • Australia
    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

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 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.

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.

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

Minus sign iconPlus sign iconSummit Financial Strategies, Inc. has approximately 39 employees as of September 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 September 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.

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