Mike offers his Clients over 33 years of financial industry experience and is dedicated to making investment management and wealth planning easy to understand and implement. His practice is focused on retirement planning for individuals and small businesses, education planning, risk management, and consistent Client attention and service. He holds Series 7, 63, and 66 securities licenses, as well as licenses for annutiies, life, and long-term care insurance. He has bond trading experience at Merrill Lynch in New York City and McDonald & Company in Cleveland. He earned a BA degree in accounting & business from Wittenberg University. Born and raised in the Cleveland area, Mike and his wife, Barbara, have 2 children, Kate and Matthew, and live in Strongsville. He enjoys spending time with his Family, is avid Cleveland sports fan, and automotive enthusiast,
Registered States:
AL, AR, CA, CO, DC, FL, IL, IN, LA, MA, MD, MI, MO, NC, OH, PA, SC, TN, TX, VA