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
- Certified Public Accountant (CPA)
- 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, where he received the Forest H. Kirkpatrick Award for outstanding achievement in economics. He earned his Certified Public Accountant (CPA) designation in May 2025 after successfully passing all four sections of the exam. In addition, Michael completed the Leadership Wheeling program in 2025, further demonstrating his dedication to both professional excellence and community engagement.
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.