Michael is a lifetime resident of Ohio, with 26 years of experience as a Financial Representative guiding both individuals and business owners/executives in comprehensive planning with a special focus on tax-advantaged accumulation and distribution strategies. Starting out in the industry as a bond trader helping to oversee the investing of $4 billion annually, Michael uses that knowledge and experience to assist his individual clients with wealth accumulation and eventual distribution plans. For his business clients, Michael leads them in business planning including their succession and exit plans, in addition to key employee retention and executive benefits.
Michael and his wife have 3 children and are active in Special Olympics, his church, and schools. In his free time, Michael enjoys following college football—with a special interest in the Navy Midshipman—and spending time with his family at their swimming pool and traveling.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4093410.