David V. Mazza, CPA
National Marketing Director
Joined the Firm in 2001. Education: B.S. in Business Administration, University Scholar, in Finance and Accounting, Xavier University, 1993; Certified Public Accountant, 1999; Successfully completed Level II of the Chartered Financial Analyst Exam. Experience: Conseco Capital Management, Second Vice President, 1998-2001; Bank One, Risk Advisor, 1995-1998; Ernst & Young LLP, Senior Auditor, 1993-1995.
Todd W. Dahlstrom
Regional Director
Joined Summit Investment Partners in 2008. Education: B.A. in English Literature, North Park University, 2000. Experience: Regional Vice President, FTJ FundChoice, 2006-2008; Area Sales Representative, American Funds, 2005-2006; Agent/Registered Representative, Ohio National Financial Services, 2003-2005.
Michael A. Haire
Regional Director
Joined Summit
Investment Partners in 2008. Education: B.S. in Education, Ithaca College, 1997. Experience: Ameritas Investment Corp. (AIC), Recruiting
and Transition Manager, 2002-2006, Business Development Manager (RIA),
2006-2007.
Barbara J. Piatt
Regional Director
Joined the Firm in 2000. Education: B.A. in Gerontological Studies with concentration in Marketing, College of Mt. St. Joseph, 1996. Experience: Union Central Life Insurance Company, Individual Annuity Representative II, 1997-2000; Accredited Pension Representative, 1997, Pension Specialist, 1995-1997.
Matthew J. Boyko
Internal Wholesaler
Joined Summit Investment Partners in 2008. Education: BS in Business Administration, in Finance. Ohio University, 1995; Licensed Registered Representative since 1996. Experience: H.J. Myers and Co, Investment Broker -1996, Fidelity Investments, Mutual Funds Sales Associate, 1996 -1998, Brokerage Sales Associate, 1998 – 2000, Senior Financial Representative – High Net Worth Division, 2000-2008.
Diane M. Busch
Senior Marketing Communications Specialist
Joined the Firm in 2006. Education: B.B.A. in Marketing, University of Cincinnati. Additional courses in computer graphics and graphic design, UCLA and Santa Monica College. Experience: New Creative Enterprises, Marketing Communications Manager, 1999-2006; TCW, Marketing Communications Publisher, 1997-1999; Westmark Realty Advisors, Marketing Production Manager 1994-1997.
Catherine A. Zehr
Senior Operations & Performance Reporting Specialist
Joined the Firm in 2000. Education: B.S. in Education, University of Nebraska-Lincoln, 1988. General Securities Registered Representative of Ameritas Investment Corp. and an Investment Advisor Representative of Summit Investment Advisors. Experience: Sales Assistant, Smith Hayes Financial Services, 1998-2000.
Kevin L. Keene
Marketing Reporting Analyst
Joined the Firm in 2006. Education: B.S. in Business Administration in Finance, The University of Toledo, 1993. Successfully completed Level I of the Chartered Financial Analyst Exam. Experience: Director of Administration, FTJ FundChoice, 2001-2006; Pension Administrator/Financial Planning Associate, S.G. Donahue & Co., 1995-2001; Registered Representative, The Prudential Insurance Company of America, 1993-1995.
Christa V. Ballenger
Operations & Performance Reporting Specialist
Joined the Firm in 2003. Education: B.S. in Business Administration emphasis in Finance, University of Nebraska – Lincoln, 1999. She is a General Securities Registered Representative of Ameritas Investment Corp. and an Investment Advisor Representative of Summit Investment Advisors. Experience: Registered Sales Assistant, Smith Hayes Financial Services, 1999-2003.
Elizabeth A. O'Shea
Marketing Assistant
Joined the Firm in 2006. Education: B.A. in Business Communication and attended graduate program in Psychology, University of Central Florida; Florida Real Estate License, 2003; Ohio Real Estate License, 2001. Experience: Re/Max Realty, Realtor, 2001-2006; General Electric Aircraft Engines, Project Consultant, 2000; MedPlus, Marketing and Tradeshow Coordinator, 1998-1999, Time Warner Cable FSN, Video-On-Demand Coordinator, 1993-1996.
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