We live by the Legacy L’s: Lifelong Relationships, Long Term Commitments, Lean on us, Lay the Foundation, Live your passions, Local, Leading Edge, Launch your Legacy.
Mike believes the key to our business is building strong and lasting relationships. As our leader, he teaches us about compassion, not only for our clients, but also for each other.
Michael is in his 18th year in the financial industry. He began his financial planning career with Lincoln Financial Advisors. In 2003 Lincoln recognized him as their “Most Outstanding Young Planner of the Year.” Michael has also earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS). Michael is a Registered Representative through Triad Advisors, Member FINRA/SIPC and an Investment Advisor Representative through Legacy Financial Advisors, Inc.
Michael graduated from Miami University in 1989 with a B.A. in business marketing where he was awarded the Business School’s “Student of the Year” as well as the “President’s Distinguished Student” award while he also played Varsity Basketball. . He also has a Masters in Theology from Fuller Theological Seminary. Michael is on the board of directors for the “Anthony Munoz Foundation”. Michael and his wife, Lisa, have two girls and two boys and reside in Wyoming, Ohio.