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Summit Financial Strategies, Inc.

About the Company
Employees
18

Employee List (18)

Tom Davison

Summit Financial Strategies, Inc.

Senior Advisor

  • Location Columbus, OH
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Doug Norberg

Summit Financial Strategies, Inc.

Vice President

  • Location Burlington, MA
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Gloria Reddivari

Summit Financial Strategies, Inc.

Senior Account Manager

  • Location Burlington, MA
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Kevin Haskell

Summit Financial Strategies, Inc.

Vice President, Retirement Plans

  • Location Burlington, MA
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Frank Tietje

Summit Financial Strategies, Inc.

Senior Account Manager

  • Location Burlington, MA
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Paul Knisell, QPA, QKA, ERPA

Summit Financial Strategies, Inc.

Senior Account Manager

  • Location Burlington, MA
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Samantha Macchia

Summit Financial Strategies, Inc.

Principal / Senior Financial Advisor / Chief Compliance Officer

  • Location Columbus, OH
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HOLLY SCOFIELD

Summit Financial Strategies, Inc.

Sr. Acct. Manager/Consultant-QPA,QKA

  • Location Burlington, MA
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Eric Gulko

Summit Financial Strategies, Inc.

VP, Benefits Consultant

  • Location Burlington, MA
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Tom Kilcoyne

Summit Financial Strategies, Inc.

Vice President| Employee Benefits Consulting

  • Location Burlington, MA
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Company Summary
  • Address
    7965 N. High Street
    Columbus, OH 43235
  • Industry
    Financial Service
  • Estimated Revenue
    5M - 20M
  • Company Size
    11-50 employees

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