"My favorite thing is to help people and companies solve problems. I try to do this through conversation, creativity, and leveraging my connections to make introductions. My experiences help provide a unique perspective and approach to everything I do."As President and CEO of Financial Design Group Michael focuses his efforts to manage and grow the firm while maintaining the “Legacy of Loyalty” that FDG has established with its advisors, employees, clients, and the community. Michael is a graduate of Ohio University, a registered representative and an investment advisor representative with LPL Financial Inc., Member FINRA/SIPC. In 2010 Michael earned the Accredited Investment Fiduciary ® or (AIF ®), a professional designation awarded by Fiduciary 360 for completion of formal training in investment fiduciary responsibilities. Mike and his wife, Allison, are actively involved in the community and are raising their three children (Foster, Lilly, and Sophie) to be committed to service as well. Mike has served on the board of charitable organizations including two terms on the school board for Toledo School for the Arts, was a 2009 graduate of Leadership Toledo, and received the 20 under 40 Leadership award in 2012*. *Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.Securities and advisory services offered through LPL Financial, a registered investment representative. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third party posts found on this profile don’t reflect the views of LPL financial and haven’t been reviewed by LPL as to accuracy or completeness.The financial professionals associated with LPL may discuss or transact business only in the states in which they are properly licensed. No offers may be made or accepted from a resident of any other state.
Listed skills include Estate Planning, Retirement Planning, Retirement, Wealth Management, and 21 others.
