Client Onboarding Specialist

Michael's Bio

Whenever new clients onboard with Strategic Wealth Designers, Michael looks forward to helping them enjoy a smooth transition of their assets, allowing them to have a better overview of their finances so they can make more informed decisions.

Before stepping into his current role, Michael was a Financial Representative, a position that introduced him to the financial industry and laid the foundation for his current work. Seeing the impact proper retirement planning could have on people’s lives inspired him to dive deeper into the field.

Michael graduated with an MBA from the University of Cincinnati. Since joining the industry, he has become passionate about helping others realize that “Retirement is when you stop living at work and start working at living.” It’s this perspective that drives his commitment to assisting clients to plan for a comfortable and fulfilling retirement.

Off the clock, Michael has called Cincinnati home for 30 years. He shares his home with Dash, his energetic Husky. When he isn’t assisting clients or playing with Dash, you’ll likely find him playing sand volleyball, attending sporting events or planning his next travel adventure.