Samantha started her career in financial planning in 1992 after graduating from The University of Akron with a Bachelor of Science degree in Business Administration/Finance. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 1995 and joined Summit in 1996. She has extensive experience and expertise advising clients in the areas of wealth management, financial planning and investments. Samantha was named as the firm’s President and Chief Executive Officer effective January 2016. Samantha is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She has served on the NAPFA National Board of Directors as t