Mike began his financial planning career in 1999, and has been a CFP® professional since 2006. In his role as advisor, he recognizes the positive impact he can have in his clients’ lives, and appreciates the trust they place in him. Clients especially rely on Mike as they prepare for, transition to, and live through retirement. He carefully arranges their investments, attempting to provide for the right balance of growth potential and preservation of principal. When income is needed, he makes recommendations for how to draw from accounts, paying special attention to the income tax implications of these strategies. Mike’s clients know that they have a partner for the long run, as they meet with him regularly for reviews, and contact him as needed to address their questions and concerns.
As he gets older, Mike finds that he can draw on his growing experience to benefit clients. He is celebrating 25 years of marriage this year, has three children, and understands the challenge of balancing current needs with planning for the future. His oldest child is a recent college graduate, his middle child is a sophomore in college, and his youngest is about a year away, so he has personally grappled with the problem of how to save for and pay for higher education. And, since his father died in 2010, he has assisted his retired mother with managing her finances and personal care.
As the son of an Air Force officer, Mike lived all over the world as he was growing up, from West Germany to Georgia to Okinawa to Nebraska. After graduating from Miami University (where they met), he and his wife, Jannette, have been happy to call Cincinnati home. They live in Mt. Washington, and are active parishioners at St. Robert Bellarmine Parish. Their daughter is a PhD candidate in economics at Syracuse University, their older son is pursuing a mechanical engineering degree at Northwestern University, and their younger son attends Clark Montessori High School. Though spread out now, technology keeps them all connected! As a family, they love to travel to new and interesting places. Favorites have been Yellowstone, the Florida Keys (and Everglades), and beaches from North Carolina to the Florida gulf coast. Having completed four marathons in his younger days, Mike is now content to run shorter distances just to stay in shape.
- Miami University – 1991
- CERTIFIED FINANCIAL PLANNER™ professional – 2006
- FINRA Series 7 – 1999
- Accident & Health, Life, Variable Insurance – 2000
- FINRA Series 66 – 2005
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