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Wendy Trout - Email & Phone Number

Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc. at Summit Financial Strategies, Inc.

Wendy Trout is based out of New Albany, Ohio, United States and works at Summit Financial Strategies, Inc. as Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc..

Wendy Trout's Contact Information

Wendy Trout's Work email
w*****@summit***.com
Valid
Latest update
October 30, 2025
Location
New Albany, Ohio, United States

Wendy's current employer

Summit Financial Strategies, Inc. logo

Summit Financial Strategies, Inc.

Description
At Summit Financial, how we do business is built on TWO key foundations—We’re a fiduciary and a fee-only firm that only has your interest...
HQ Location
Columbus, Ohio, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Wendy Trout

What company is Wendy Trout working for?
Wendy Trout works for Summit Financial Strategies, Inc..
What is Wendy Trout's function at Summit Financial Strategies, Inc.?
Wendy Trout is Partner, CFP®, CAP®, and Sr. Financial Advisor at Summit Financial Strategies, Inc. at Summit Financial Strategies, Inc..
Where is Wendy Trout based?
Wendy Trout is based out of New Albany, Ohio, United States.
What is Wendy Trout's work email address?
Wendy Trout's professional email address is w*****@summit***.com
Who are Wendy Trout's co-workers?
Wendy Trout's colleagues are Samantha Macchia, Ted Saneholtz, Matthew Daniel, Ben Murray, Mark Coffey, Tom Davison, Mike Scherer, Hannah Fitzpatrick, Lesa Fitzpatrick, Samuel LaVielle, Kevin Kruse, Clayton Kreuz, Ben Skinner, Tim Swain, Joe Reardon, Zoe Donohue, Summer Anderson, Steve Cavalieri, Liam Hurley, Luke Salcone, Dennis Grossman, Austen Harrison, Andrew Herman, Roman Korolchuk.
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Wendy's co-workers

Samantha Macchia avatar
Samantha Macchia
Partner, President/CEO, Senior Financial Advisor
Ted Saneholtz avatar
Ted Saneholtz
Founder
Matthew Daniel avatar
Matthew Daniel
Financial Advisor and Director of Research
Ben Murray avatar
Ben Murray
Financial Advisor and Director of Planning
Mark Coffey avatar
Mark Coffey
Partner/Director of Planning/Senior Financial Advisor
Tom Davison avatar
Tom Davison
Partner Emeritus
Mike Scherer avatar
Mike Scherer
Partner, Senior Financial Advisor, Chief Financial Officer
Hannah Fitzpatrick avatar
Hannah Fitzpatrick
Staff Financial Advisor
Lesa Fitzpatrick avatar
Lesa Fitzpatrick
Data Manager/Trader
Samuel LaVielle avatar
Samuel LaVielle
Financial Planning Intern
Kevin Kruse avatar
Kevin Kruse
Staff Financial Advisor
Clayton Kreuz avatar
Clayton Kreuz
Staff Financial Advisor
Ben Skinner avatar
Ben Skinner
Partner/Senior Financial Advisor
Tim Swain avatar
Tim Swain
Partner/Chief Compliance Officer/Financial Advisor
Joe Reardon avatar
Joe Reardon
Senior Financial Advisor
Zoe Donohue avatar
Zoe Donohue
Database Manager and Trader
Summer Anderson avatar
Summer Anderson
Associate Advisor
Steve Cavalieri avatar
Steve Cavalieri
Chief Investment Officer and Associate Advisor
Liam Hurley avatar
Liam Hurley
Shareholder
Luke Salcone avatar
Luke Salcone
Partner/Senior Financial Advisor
Dennis Grossman avatar
Dennis Grossman
Staff Financial Advisor
Austen Harrison avatar
Austen Harrison
Financial Advisor
Andrew Herman avatar
Andrew Herman
Staff Financial Advisor
Roman Korolchuk avatar
Roman Korolchuk
Staff Financial Advisor
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