Hearing from you about your personal successes from the planning work we accomplish together is exactly why I love working in this space.
Michael has been in the financial services industry since 2016. Prior to joining the Schneider Downs Wealth Management team, Michael worked closely with ultra-high net worth families in need of complex insurance planning solutions and multi-generational wealth transfer planning.
As a Wealth Associate, Michael works with high-net-worth families to develop personalized financial plans built to weather full market cycles and keep families moving forward towards their goals. He takes a holistic approach to financial planning by reviewing the client’s current financial position, and understanding their estate plans and risk management needs, before addressing income tax optimization and investment management strategies designed for their situation.
As an Eagle Scout and former college athlete, he brings discipline to the planning process to help clients solidify their financial foundation and begin to build for the future.
Michael resides in Oakmont, PA with his wife, Aubrey, and their Cockapoo, Olive. When he is not working with clients, he enjoys golfing, fly fishing, reading, and spending time with family.
CERTIFIED FINANCIAL PLANNER™ Practitioner
Capital Markets & Securities Analyst (CMSA®) Certification, Corporate Finance Institute
B.A. in Economics, Concentration in Political Economy, Minor in Mathematics, Hood College
Financial Planning Certificate, Bryant University Executive Development Center
Board Member & Treasurer, National Eagle Scout Association of Pittsburgh
Member, Young Professional Advisors Committee of The Pittsburgh Foundation
Member, Financial Planning Association (FPA)
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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.
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