Michael is a family wealth advisor and a financial advisor with over 10 years of experience providing financial planning and investment management to families and institutions. He believes in partnering with clients to craft a customized plan that helps them realize and achieve their financial goals.
Education and Designations
- Bachelor’s Degree, Finance, Miami University, 2014
- CERTIFIED FINANCIAL PLANNER™ professional, College for Financial Planning, 2018
- Certified Private Wealth Advisor® professional, Investments and Wealth Institute®, 2024
Community Involvement
- Cincinnati Chamber of Commerce C Change Class 16
- Member of Cincinnati Rotary Club
- Trustee of Good Samaritan Foundation
- Board member of Cincinnati Works YP Board
Personal
- Michael and his wife Alexia reside in Hyde Park
- Michael enjoys golfing, cooking, exercise and traveling