Sheri Baker


Sheri is one of the founders of Summit and serves as the CFO for Summit and JULY. Her credentials including: CPA, PFS, and APM represent a unique blend of expertise and hard work that continues to support the foundation of Summit’s mission. Sheri earned a Bachelor of Science in Accounting/Finance and Marketing from Davis and Elkins College.

Outside of the office, Sheri serves on the Mid Atlantic Trust Company Advisory Board. She is also a member of Therapy Dogs International through which she and her Spanish Water Dog, Nina Baker volunteer.

While not in the office, you will find Sheri boating, skiing, or attending concerts with husband Chip, and enjoying time with family and friends. Sheri resides in Lucas, Ohio with her husband Chip, their son Jerimiah, and faithful dog, Nina Baker.


Jason Miller

Director of Recordkeeping

Jason joined the Summit team in February 2005. Jason oversees recordkeeping at Summit and JULY. He is responsible for making sure that all daily work, requests, projects, questions and issues are assigned and completed/resolved on a daily basis. In addition to Jason’s daily activities he is an active member of Summit’s activities committee

Jason earned a Bachelor of Science in Business Administration with specialization in Finance, from The Ohio State University. While not at work you will find Jason spending time with his family, coaching his kids little league teams, watching NASCAR races and enjoying time with friends. Jason resides in Lexington, Ohio with his wife Alisha and their two children, Lydia and Luke.

Megan Knapp

Marketing / Institutional Relationship Coordinator

Megan joined the Summit team in February of 2008. Megan’s primary responsibilities include: marketing, business development, relationship management, and project management. In addition to Megan’s daily activities, she is chair of Summit’s activities committee. Prior to joining Summit, Megan earned a Bachelor’s of Science in Business Administration with degrees in Marketing and Leadership from The University of Dayton.

Outside of the office, Megan is an active board member of the Richland Community Development Group and the Richland Young Professionals. Megan is an avid boater and enjoys the outdoors. She enjoys wake boarding, mountain biking, snow boarding, traveling, and spending time with friends and family. Megan resides in Mansfield, Ohio with her husband Ryan, their two daughters, and their loyal dog, Lincoln.

Aaron Leitzy

QKA - Director of Retirement Plan Administration

Aaron joined the Summit team in November of 2012. Aaron comes to Summit with eight years’ of experience in the third party administration field. Aaron oversees all of the third party administration functions for Summit as well as being responsible for new plan design proposals.

Prior to beginning his administrative career, Aaron graduated from the University of Cincinnati with a degree in Economics. Outside of work, you can find Aaron working along side his father on their family farm. Aaron is an avid outdoorsman and enjoys running, taking hiking and canoeing trips, hunting and spending time with his friends, family, and his chocolate lab.