Michael is a financial planner who works primarily with professionals, small business owners and retirees to help them prioritize their personal goals and objectives through comprehensive financial planning.
Michael holds a Series 7 securities registration as well as his life, health and variable products (insurance and annuities) licenses. He also holds a Chartered Financial Consultant (ChFC) designation, which he earned from American College in 2000.
Michael is a graduate of Denison University, where he double majored in Mathematics and Economics. He lives in Lakewood, Ohio with his wife and four children. In his spare time, Michael is the goalie for an adult soccer league and participates in triathlons. He is on the board of directors for both the Lakewood Chamber of Commerce and the Lakewood Historical Society.
216-227-1226
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.