Mike started his career at Summit Financial Strategies in 2006. He holds a bachelor of science in finance with a focus in microeconomics from Miami University. Mike obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2010.
Mike serves as Summit’s Director of Research, leading research initiatives for the Investment Committee and helping to drive portfolio design and implementation. He has extensive experience with investment analysis, cash flow planning and analysis, tax planning and Medicare consulting. He is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Mike has been quoted in the Wall Street Journal numerous times and has given presentations to local and national groups regarding cash flow management, retirement planning and investment analysis and planning.
Mike resides in Westerville with his wife Megan. He spends his time off watching the Columbus Blue Jackets, golfing, cycling and reading. Mike also volunteers his time with Imerman Angels and as a Patient-Family Experience Advisor at The Ohio State’s Comprehensive Cancer Center – The James Cancer Hospital.
To hear more about Mike, view his video: Mike’s Video