About Us
Michael graduated from the University of Louisville with a degree in Finance in 2018. He has been working in the financial services industry since 2020. He holds the Series 7 and Series 66 registrations.

Michael is a Northern Kentucky native and enjoys spending time with his friends and family. He is an active member of the St. Joseph Holy Name Society in Crescent Springs.

Our Team

We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.