Michael Shearin Email & Phone Number

A commitment to excellence. That’s how I define my personal mission to the individuals and families I proudly serve. Over the past 26 years, I have been helping clients across the country navigate the many complexities associated with personal finance. At The Elm Street Group, we believe in the importance of a planned solution to help our clients achieve their goals. This financial blueprint never fades. It is a vital tool to help them adapt to changing economic and market conditions, tax policy changes and other variables impacting their financial life. For us, professional success is measured in terms of client well-being and goal achievement. Our satisfaction comes from knowing we are making a significant impact on the quality of their lives and the generation-spanning relationships we have with the families we serve.As a Portfolio Management Director and founding partner of the Elm Street Group, I am responsible for overseeing our team’s investment management platform. I focus on discipline and process, two critical skills reinforced during my college years at the United States Military Academy at West Point and ensuing military service. I consider myself a lifelong learner and am committed to continuing education. I am a Certified Financial PlannerTM (CFP®), Certified Investment Management Analyst(R) (CIMA(R)), an Accredited Domestic Partnership Advisor™ and earned my Master’s degree in Personal Financial Planning. These credentials enable me to remain on the forefront of the latest wealth management strategies and deliver a more powerful client experience. Away from the office, I bring the same level of energy to my family and community. Living on a small farm gets me outside where I enjoy being the most. When I’m not fixing fences, tending gardens or caring for animals, I like to hike, fish, sit by a fire and volunteer in the community volunteer with a focus on land conservation, environmental protection and community assistance programs.