Mike has more than 2 decades of experience working with affluent individuals and families as a wealth planner. Everyone’s economic and life situation is unique and we keep that in mind when meeting and listening to a client or prospective client during a financial discovery review. We believe customized financial planning is essential when matching individuals and families with the right services designed to achieve their desired outcomes. With our commitment to professionalism and a shared cooperative development between you and us we can convert your objectives and goals into the foundation of your personal financial plan.
Prior to co-founding Bluestone Wealth Partners in 2015, Mike was with Steinhaus Financial Group from 2001-2015 as well as a registered representative with Capital Analysts from 1998-2001. Mike earned his Certified Financial Planner™ certification in 2004 and graduated from the Ohio State University with a Bachelor of Arts degree in Journalism in 1993. Mike’s an active member of the Financial Planning Association and currently serves in a variety of community and professional activities including Childhood League, the Bexley Community Foundation and the Bexley Education Foundation.