Michael is a financial planner who works primarily with professionals, small business owners and retirees to help them prioritize their personal goals and objectives through comprehensive financial planning.
Michael holds a Series 7 securities registration as well as his life, health and variable products (insurance and annuities) licenses. He also holds a Chartered Financial Consultant (ChFC) designation, which he earned from The American College in 2000.
Michael is a graduate of Denison University, where he double majored in Mathematics and Economics. He lives in Lakewood, Ohio with his wife and four children. In his spare time, Michael is the goalie for an adult soccer league and participates in triathlons. He is on the board of directors for both the Lakewood Chamber of Commerce and the Lakewood Historical Society.
