Summit Financial Strategies

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.

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

Sam recently had the opportunity to lecture for the Fundamentals of Financial Planning course at The Ohio State University. It was a full-circle moment, returning to the same classroom where he once sat as a student.

During the lecture, Sam walked through the fundamentals of building and selecting investment portfolios for clients, sharing practical insights from his experience as a financial advisor.

He also spoke with students about his journey—from being in their seats as a student to becoming a CFP® professional and helping families navigate their financial futures. We are always grateful for opportunities to give back and support the next generation of financial planners!