Focus
Born and raised in Muskingum County, I take great pride in building long term relationships with my clients, helping them with complex financial decisions and putting strategies and plans in place to help them reach their investment goals throughout their lives. It is very rewarding to watch my friends, family and clients grow professionally, personally, and financially knowing they have a tailored investment plan in place.
Background and experience
I have always been interested in investing and trading. While growing up I began collecting and trading and researching baseball cards. That led me to think I would pursue a career as a research analyst or trader. But I recognized my passion for working with people and building relationships with them and using my investment skills to help achieve their investment goals.
I earned my BA in Finance from the Fisher College of Business at The Ohio State University in 2003 and then continued my professional development by earning my CERTIFIED FINANCIAL PLANNER™ certification in 2009.
I started my career as a Financial Advisor at American Express Financial Advisors (now Ameriprise) then joined JPMorgan where I continued to build my career and was recognized as a top producer in 2006. In 2018 I moved over to Wells Fargo Advisors Financial Network and founded Northpointe Wealth Management.
Away from the office
My wife Jennifer and I have 2 children, a son Ashton and a daughter Avery. We live in Muskingum County and enjoy traveling, barbequing with friends and spending time snowboarding and skiing. I also enjoy golfing, fishing and working on my 100 acre tree farm.
Mike CA License 4210747 - resident state OH