Educational Background
- B.A., Ohio University, 2000
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Education Program, The American College of Financial Services
- Chartered Financial Consultant® (ChFC®), The American College of Financial Services
- Chartered Life Underwriter® (CLU®), The American College of Financial Services
Business Experience
Mike joined the firm as an Investment Adviser Representative in 2022. He is involved in FAS client relations in the areas of investment analysis, financial planning, marketing, and new business development. He brings over two decades of experience to FAS, most recently serving over 9 years with UMB Private Wealth Management as a Senior Vice President and Associate Director of Portfolio Management. His responsibilities included working directly with clients to formulate investment strategies aligned with their financial goals, as well as coaching, mentoring, and leading a team of Client Portfolio Managers. Prior to that, Mike served as a Financial Advisor at a regional banking institution in Buffalo, NY.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Additional information about Michael is available on the SEC website at www.adviserinfo.sec.gov.
