Our Team

Scott Moffitt, Owner / Financial Planner

Scott Moffitt

Summit Financial Group
Phone: 513-891-6050
Email: smoffitt@summitbrokerage.com

Scott Moffitt is one of the leading financial professionals in this area and, as such, his expertise in college planning is regularly sought by other financial planners across the country. Scott and his staff regularly train and teach financial professionals on the aspects of college planning. Scott has consistently been recognized and awarded on both local and national levels for his expertise in financial and college planning. Over the past two decades, he has spoken to thousands of people nationwide about various financial topics. His first book, College and Retirement, You CAN Do Both, was originally published in 2010 and revised in 2016. His most recent publication titled Retirement Income Matters addresses the retirement needs of Generation X. A native of Cincinnati, Scott and his family reside in the Loveland area. He and his wife Cindy have been married since 1995 and have four children: Mary Grace, Alexander, Andrew and Anna.

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Jodi Eramo, CPA

Jodi Eramo

Summit Financial Group
Phone: 513-686-2890
Email: jeramo@summitbrokerage.com

Jodi has over 12 years of experience in the financial services industry. She has an accounting degree from The Ohio State University, and a diverse professional background that includes public accounting, small business consulting, tax preparation and planning, retirement income planning, and late-stage college planning. Because of her unique skill set that includes both tax planning and college planning, her expertise in putting together 'tax-advantaged' paying-for-college plans is sought by financial planners nationwide. Jodi does college presentations locally, and regularly addresses national audiences on various financial topics. Her professional designations include Certified Public Accountant and Certified College Planning Relief Specialist.

Jodi prides herself on being an excellent communicator, and on building solid, long-term professional relationships with her clients. She accomplishes that by keeping up with industry changes and economic climates, and educating her clients and audiences on how to make decisions for today and for what the future might bring. Both her professional AND personal experiences fuel her passion for her work with families!

Jodi lives and works in Loveland, Ohio and spends her free time running and reading. She has four kids - Lindsey (University of Dayton, 2015); Joe (The Ohio State University, 2017); Annie (Kent State University, 2019) and Mary Kate (Mount Notre Dame High School, 2018).

Attila Kossanyi, College Planner

Attila Kossanyi

Summit Financial Group
Phone: 513-686-2879
Email: akossanyi@summitbrokerage.com

Attila is a graduate of Baldwin Wallace College in Berea Ohio and started his career in a family-owned radio station and video production house. He then decided to marry one of his passions (boating) with a career and became the Finance Manager of the Bass Pro Shops in Cincinnati. The logical progression took him from recreational finance to mortgages, where he worked with some of the largest lenders in the country. In joining Summit, Attila says, "I wanted to be out in front of something....help build it, Summit has given me that opportunity." Never before have families needed help understanding the college process the way they do today and he takes great pride in what, how, and why he does it. With college costs soaring, Summit is the exact thing that families need to make smart thought-through choices when entering the most expensive period of their lives. Attila is committed to providing his clients and his community sound advice and proven results using time-tested strategies in a caring and professional manner.

Terri Scott

Terri Scott

Summit Financial Group
Phone: 513-686-2860
Email: tscott@summitbrokerage.com

Terri has been with us since 2004 and, in addition to her other duties, assumes the ongoing role of general office manager. Over that period, she has also had many roles in our organization encompassing both administrative and professional duties. Currently, she is our client services liaison and assistant to Scott Moffitt, which means she is the primary point of contact for new and existing clients. Her extensive experience and natural rapport with our clients makes her an invaluable part of the Summit team. Terri and her husband enjoy the outdoors and have five children and 4 grandsons!

Debby Kuhn

Debby Kuhn

Summit Financial Group
Phone: 513-686-2887
Email: dkuhn@summitbrokerage.com

Debby has over 25 years in accounting and bookkeeping experience and has worked in a variety of business fields. She is a graduate of Butler University in Indianapolis and relocated to the Cincinnati area in 2014, at which time she joined Summit Financial Group as an accounting assistant/bookkeeper. Soon after joining, with her attention to detail and strong customer service, she was promoted to Executive Sales Assistant for Scott Moffitt and the other financial planners. Debby enjoys her one-on-one connection with the clients. She lives in Loveland, Ohio with her husband and four children and is active with the local animal shelters in fostering animals. Debby and her family enjoy outside activities and are kept busy with soccer.

Angie Messeder

Angie Messeder

Summit Financial Group
Phone: 513-686-2877
Email: amesseder@summitbrokerage.com

Angie is our office administrator and performs a wide range of administrative and support activities to facilitate the efficient operation of the office. She also has her radiology license and worked as a dental assistant for a number of years. She grew up in the Cincinnati area and has been married to her husband John for 21 years. She has three children (Morgan, John and Justyn), who are attending college or are already in the workforce. Angie loves interior design and enjoys shopping, playing sand volleyball, going to concerts and spending time with her family and friends.