Michael is a Financial Planner who has been in the business since 1995, and has been with his current broker-dealer, now Equitable Advisors, for over 22 years. Michael 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 earned a Chartered Financial Consultant (ChFC) designation from The American College in 2000. Michael is a member of his company’s Hall of Fame. Michael is a graduate of Denison University, where he double majored in Mathematics and Economics.
He lives in Lakewood, Ohio and enjoys giving back to his community through volunteering. He currently serves on the Board of Directors for the Beck Center for the Arts in Lakewood. Previously, he served on the Board of LakewoodAlive and was Chair of the Board for both the Lakewood Historical Society and the Lakewood Chamber of Commerce. In his spare time, he enjoys running with his wife of 25 years, Amy, and playing disc golf and board games with his four children.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.
Stratus Advisors is not owned or operated by Equitable Advisors, LLC or its affiliates.