Mike has been in the financial services industry since 1997. His growth into his present role began in the banking sector where he was responsible for strategic growth in the mortgage lending industry. Assisting individuals in modifying and securing residential mortgages allowed Mike to discover and grow his passion for interpersonal communication and assisting individuals in improving their financial standing.
Mike has evolved his experience into the comprehensive financial planning industry. He now specializes in providing holistic financial planning services for successful individuals and business owners. With a concentrated focus on pre-retirees, Mike works with clients who have specific goals of financial independence with legacy intentions and has improved these areas of his clients lives whereby his new client acquisition has steadily grown by their introducing Mike to their valued relationships.
Mike is a proud lifelong resident of the Cleveland area. Mike graduated from St. Ignatius High School in 1986. He went on to study at John Carroll University where he earned his BSBA in management in 1990. Mike holds a Series 7 as well as a Series 66 security registration and is licensed for life insurance and annuity products.
Mike has lived in Avon since 2001 and is married to his wife, Lorie. They have 3 wonderful children, Maddie, Michael and Abbey. Outside of his financial services business, Mike loves spending time with his family, coaching basketball, travelling, music and is a knowledgeable sports fan.