Meet the Team
The Experienced Summit Financial Team
Meet the financial professionals at Summit Financial Group. We’ve been proudly located in Cincinnati for 25 years, and have decades of experience serving our local community. Behind every portfolio is a responsive, accessible partner who helps clients create consistent plans to help them remain confidently on course. For each of our clients, we strive to help create financial stability and security to provide financial independence.
Contact Us
Ready to start building a custom financial plan that reflects your current life stage and your goals for the future? Let's chat about how we can help you reach financial clarity.