org placeholder image

Tim Swain

Partner/Chief Compliance Officer/Financial Advisor at Summit Financial Strategies

  • LinkedIn

Email Email: t****@summitfin.com

phone noPhone Number: (***)-***-****

Summit Financial Strategies helps clients and people we care about achieve financial stability and security. We’re different from other financial planning firms as we are not part of a br...

Read More

map
SUMMIT FINANCIAL STRATEGIES

SUMMIT FINANCIAL STRATEGIES

  • description Description
    Summit Financial Strategies isnt your typical financial planning firm. Everything you are used tofrom fees to philosophyis fundamentally different. Were loyal to just one goal: Yours. Thats h...

    Read More

  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Summit Financial Strategies Org Chart and Mapping

Employees

Jaymi Chaffin

Client Service Associate

Samantha Macchia

Partner, President/Ceo, Senior Financial Advisor

Sam Lavielle

Staff Financial Advisor

Braden Riehl

Financial Planning Intern

Nicole Hicks

Receptionist/Office Manager

Wendy Trout

Partner, Cfp®, Cap®, and Sr. Financial Advisor at Summit Financial Strategies, Inc.

Zoe Donohue

Database Manager and Trader

Frequently Asked Questions Regarding Tim Swain

Answer: Tim Swain works for Summit Financial Strategies as Partner/Chief Compliance Officer/Financial Advisor

Answer: Tim Swain’s role in Summit Financial Strategies is Partner/Chief Compliance Officer/Financial Advisor

Answer: Tim Swain's email address is t***@gmail.com

Answer: Tim Swain's business email address is t****@summitfin.com

Answer: Tim Swain’s direct phone number is (***)-***-****

Answer: Tim Swain works in the industry of: Financial Services

Answer: Tim Swain is the current Partner/Chief Compliance Officer/Financial Advisor at Summit Financial Strategies.... Read More

Answer: Tim Swain works Summit Financial Strategies located at 7965 N High St Ste 350, Columbus, Ohio, 43235, United States

Answer: Summit Financial Strategies's Partner/Chief Compliance Officer/Financial Advisor is Tim Swain

Answer: Tim Swain contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@summitfin.com

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access