An associate financial strategist in the Wheeling office, Michael works directly with wealth management clients, helping them achieve their financial goals. He also serves as coordinator of our Tax & Legacy Specialized Practice Group.
Licensing and Education
- Master of Business Administration West Virginia University
- Bachelor of Science in Business Administration, Finance Wheeling Jesuit University
- Bachelor of Science in Accountancy Wheeling Jesuit University
- Series 65
Accomplishments and Honors
Michael graduated summa cum laude from Wheeling Jesuit University, while also earning WJU’s Forest H. Kirkpatrick Award for high achievements in economics. He is currently sitting for the Certified Public Accountant (CPA) exam having successfully completed three of the four sections. He is working toward earning the CPA designation in 4Q2024.
Community Involvement
In his free time, Michael enjoys spending time with friends and family, going to the gym, hiking and traveling. He is also a member of the Elks USA Lodge No. 28 in Wheeling and a member of the Wheeling Park High School Advisory Committee for Career Technical Classes Business Education.