My goal is to help participants achieve their retirement goals by analyzing their retirement strategy and set them up for long term success.
Michael began his career in the financial services industry in 2019. While he enjoyed his previous experience working as an advisor for a large Insurance firm, as well as a large wealth management firm, he wanted to be more than just a transactional advisor, which led him to our Schneider Downs Wealth Management team.
As a Retirement Plan Advisor out of our Columbus office, Michael works with corporations, as well as their employees, to help advise and guide them towards their retirement goals. He enjoys building long-lasting relationships with each of his clients, advising them on a variety of areas including portfolio construction, retirement plan specifics, and investment research to help clients understand and stay on their path towards retirement.
Michael lives in New Albany, OH with his girlfriend Britney. When Michael is not servicing clients, he enjoys spending time with his friends, golfing, and being outside.”
B.S. in Education, The Ohio State University
Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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