After nearly 20 years of advising clients under the bank umbrella, Mike knew it was time to become an independent advisor joining LPL Financial in 2021. Becoming independent allows Mike to provide seasoned advice addressing client's investment, insurance, financial, and estate planning needs. Mike currently holds his Series 7, 26, 63 and 65 registrations through LPL Financial and Ohio Life, Health and Variable Annuity.
While living in Cincinnati, Mike plays competitive golf, fishes for lunkers, cycles, and tries to keep his Buick muscle car on the road.