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Financial Strategies, Inc.

About the Company
Employees
28

Employee List (28)

Tom Kilcoyne

Summit Financial Strategies, Inc.

Vice President| Employee Benefits Consulting

  • Location Burlington, MA
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Lesa Fitzpatrick

Summit Financial Strategies, Inc.

Data Manager/Trader

  • Location Columbus, OH
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Ellena Daniel

Financial Strategies, Inc.

Sr Account Manager

  • Location Indianapolis, IN
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Marlene Bonasera

Summit Financial Strategies, Inc.

Office Manager

  • Location Burlington, MA
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Cindy Payne

Summit Financial Strategies, Inc.

Account Manager

  • Location Burlington, MA
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Dan Fowler

Summit Financial Strategies, Inc.

Vice President

  • Location Burlington, MA
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Aaron M. Wilson

Financial Strategies, Inc.

President / CEO

  • Location Indianapolis, IN
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Steve Bohr

Farm Financial Strategies, Inc.

Owner

  • Location Bloomfield, IA
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Brian T. Sutliff MS, CFP, ChFC, CDFA

Summit Financial Strategies, Inc.

Partner, Owner

  • Location Columbus, OH
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David Kalapos

Integrated Financial Strategies, Inc.

Partner

  • Location Bala Cynwyd, PA
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Company Summary
  • Address
    5875 Castle Creek Parkway North Drive suite 310
    Indianapolis, IN 46250
  • Industry
    E-Learning
  • Estimated Revenue
    1M - 5M
  • Company Size
    11-50 employees

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