Mike earned a Bachelor of Science degree in Business Management and Finance from the University of Cincinnati in 1996. With over 28 years of experience in the financial industry, he has helped clients navigate complex financial decisions and pursue both personal and financial goals.

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Since joining Wealthquest in 2014, Mike has been serving high-net-worth clients with a deep knowledge of the markets and a strong focus on alternative investments. Mike acts as a quarterback for our team of investment, tax, and planning professionals—ensuring every client benefits from coordinated, thoughtful guidance across all areas of their financial lives.

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Prior to Wealthquest, Mike spent seventeen years with TD Ameritrade, where he served as Regional Director of Midwest branches. He dedicated much of his time to developing his teams to better meet client needs.

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Mike lives in Mason with his wife and has two grown daughters who are also proud UC grads. He enjoys sports, traveling, and spending quality time with his family.

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