Lesa Fitzpatrick

Lesa Fitzpatrick serves as the Data Manager and Trader at Summit Financial Strategies, Inc. in Columbus, Ohio, where she is responsible for overseeing data integrity and supporting trading operations for client investment portfolios. Her key duties include managing investment account database systems, processing trades, and ensuring accurate record-keeping as part of Summit's wealth management and financial advisory services.

Her work directly supports Summit's focus on estate planning, financial planning, and investment management with an emphasis on retirement strategies and tax optimization for both individuals and institutional clients. Lesa’s trading activities involve coordinating with advisors to implement portfolio allocations covering equities, fixed income, and diversified investment assets, ensuring operational efficiency and compliance with firm policies.

With over twenty-five years of service since joining Summit Financial Strategies in 1998, Lesa brings extensive expertise in data management and trading within the financial advisory sector. She is a graduate of Northland High School and is recognized for her substantive contributions to the firm’s core client offerings, helping deliver meticulous stewardship and dependable support that underpins Summit’s reputation in investment management throughout the region.