Mike is a native of Rochester, NY. He has travelled the country training financial advisors and speaking on many financial topics such as retirement distribution planning, estate planning, charitable giving solutions, executive benefits and business planning, qualified retirement plans and Social Security. He is a published author on various financial planning subjects and has written several articles on the aforementioned topics. He earned his college degree at University of Dayton. He has been a financial advisor since 1991.
Mike helps people put together their financial plans each year and strives to create value for everyone with excellent service, not just at the beginning of the relationship but ongoing as well. Mike strives to educate his clients throughout the planning process to ensure that they are aware of what is being done and why.
Mike now lives in Mason, OH. Outside of work, Mike is very busy as an outdoor enthusiast and doing philanthropic work with his alma mater.
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