Mike has been helping clients meet their financial goals since 1993. His primary focus is on retirement planning and IRA rollovers.
He has extensive experience working with individuals in transition from one job to the other or preparing to retire. Michael has conducted workshops for many organizations and corporations throughout Ohio to educate employees about the rules, regulations and choices they have regarding their rollover from a 401(k) or other qualified plans.
He received a BS in Business Administration, summa cum laude, from The Ohio State University. He has also completed advance education about complex retirement issues, earning the Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Retirement Plans SpecialistSM (CRPS®) designations from the College of Financial Planning. In addition, Mike has earned the CFE Certified Financial Educator® (CFEd®) from The Heartland Institute of Financial Education and is a member of FINRA/SIPC.