Liam joined Summit Financial Strategies in 2000. He is a Senior Advisor and Shareholder. His wealth management career started in 1989 with The Ayco Company, L.P. in Pittsburgh. He came to Columbus in 1996 as part of Ernst & Young LLP’s Personal Financial Counseling division. Liam graduated from Grove City College (Economics and Financial Planning) and Robert Morris University (Masters of Taxation). Liam is a CFA® charterholder, a member of the Chartered Alternative Investment Analysts Association®, a CAIA CharterHolder, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Certified Investment Management Analyst℠. Liam is a specialist in income and estate tax planning, portfolio sustaina