Michael Treft joined CPWA in May of 2020 upon graduating from the University of Cincinnati. Prior to joining the team full-time, Michael served as an intern in Dave Treft’s office while completing his Bachelor’s degree in Finance and Insurance Risk Management with a concentration in Financial Planning. As a Wealth Advisor at CPWA, he works directly with clients to create and monitor their custom financial plan. In addition, he is also responsible for business development and overall client experience. Michael is CERTIFIED FINANCIAL PLANNER™ professional.Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as ClearPoint Wealth Advisors.

We are an experienced group of advisors, focused on delivering retirement plans, benefit solutions, custom portfolios and institutional investment services. Our target clients include Private Businesses, Private Equity, HR/Payroll, PEO, C-Suite Executives, Foundations and Non-Profit Organizations.

Investment Accounting• Performed Investment Accounting activities for 5 subsidiaries with combined book values over 100 million dollars• Chosen to help complete several Accounting related projects throughout the semester• Acquired the responsibility of training new full-time Co-Op, while still completing my own work• Completed various ad hoc projects assigned by supervisor in an accurate and timely fashionCorporate Accounting• Responsible for compiling information and preparing the 14 subsidiary companies’ income summaries• Uploaded trial balances and booked journal entries into the general ledger from information gathered• Acquired responsibility to prepare tax provision calculations for the 17 non-insurance companies owned by GAIG• Assisted with various required quarterly and annual fillings for the NAIC and SECAFG Finance • Prepare schedules and footnotes for inclusion in quarterly and annual filings (10-Q, 10-K, etc.)• Prepare schedules and financial statements for CLOs to be included in AFG’s consolidation• Assists in maintaining cash flows schedules in the investment system for MBS securities• Reviews changes made to quarterly and annual filings to ensure completeness and accuracy