Upon graduating from The Ohio State University with a Bachelor of Science in Family Financial Management, Michael entered the financial services industry in 2002 and began working as a Financial Advisor for a Northwestern Mutual Financial Network. In January 2008, he joined Swisher Financial Concepts, Inc. to expand his growing financial planning practice. He currently holds his life and health license as well as his series 63 and 65 securities licenses. He obtained the CERTIFIED FINANCIAL PLANNER certification in May of 2007. Believing learning is a lifelong process and with a goal of high financial competency for his clients, Michael received his Master of Financial Economics (MFE) from Ohio University in August 2011. Currently, Michael is a Level II candidate in the CFA program.
Michael serves as the firm’s Director of Investments. In this role, Michael is responsible for researching and developing the firm investment policy and investment models, and advisor/client education on macro/micro economic activities. As an advisor, Michael’s goal is to work with individuals, families and businesses who want to protect and grow all that they worked so hard to build, and his mission is to work with individuals who are passionate about life and want to make positive impacts. He strives to develop lasting relationships with his clients through his careful and diligent service, always focusing on their values and goals.
Michael and his wife Lori, an executive in the health care industry, reside in the Lewis Center area. They both enjoy gardening, cooking, music and travel.