Mike is an Akron native with 15 years of experience in wealth management. He enjoys in-depth conversations that show his clients the “what if” possibilities, such as buying that vacation home or paying for their children’s college education. With the addition of wealth planning software, he can help them visualize such options. Mike says these are some of his most fun conversations because people open up about their goals.

He also works closely with the firm’s financial advisors and oversees the Wealth Planning Department’s rotational analyst. He enjoys helping advisors and mentoring the next generation of financial advisors to construct better financial plans for their clients. He works with Sequoia’s D&I organization to find and educate the next generation of financial advisors. He’s applied to be a mentor for College Now Greater Cleveland, which is the country’s oldest college access program.

Mike’s financial licenses and designations currently include CFP® and AWMA®, and previously, Series 7, 63, 66, and Ohio Life & Health.

He holds a Bachelor’s in Finance from the University of Akron. When not helping clients plan their dream lives, he enjoys running and has completed seven Marathons, two 50ks, and one 50-mile race. He lives with his wife and three beautiful daughters.