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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.

Troy Lum

Troy Lum

Chief Operating Officer

(513) 891-6050

(513) 891-6367

Terri Scott

Terri Scott

Executive Assistant to Scott Moffitt

(513) 686-2860

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