Driven by a belief that financial clarity reduces stress and improves quality of life, Michael is committed to helping clients feel confident about their future.
Joined Lido: 2026
Homebase: New Albany, OH
Professional Focus: Works with individuals and families to simplify financial decisions and bring clarity to their long-term plans. He values the impact thoughtful planning can have in reducing stress and creating lasting security and approaches each relationship with a commitment to helping clients feel confident and prepared.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Finance, The Ohio State University
Previous Work Highlights: Served as a Wealth Advisor at Mariner in Columbus, Ohio. Earlier in his career, he held roles as a Participant Account Specialist at Mutual of America Financial Group and as a Financial Advisor and Financial Advisor Trainee at Edward Jones.
Personal Facts: Michael is most proud of building a well-rounded life centered around his wife, close relationships, and a career he finds genuinely fulfilling. Outside of work, he enjoys traveling, following sports, reading history, and spending time with his energetic yellow lab. A lifelong baseball fan, he has visited all 30 Major League Baseball stadiums.