About
With over a decade of experience in wealth management, Michael has honed his expertise in comprehensive financial and estate planning. In addition to working with the Firm’s clients, Michael is responsible for overseeing the wealth planning department and aligning firm talent and resources to deliver an exceptional client experience. Michael was born and raised in northeast Ohio, and lives in Shaker Heights with his wife and two boys. Outside of the office, Michael is an avid reader, and is actively engaged in philanthropic engagements across northeast Ohio. Michael believes in the power of resilience and continuous improvement, a philosophy that he applies to both his personal and professional life.
Professional Designations
Certified Financial Planner™ (CFP®)
Accredited Estate Planner®
Education
Ohio University
B.A. English Literature (2007)
Community
The Steak Club Foundation
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting