About Michael

Michael, goes by Michael/Mike/Mikey, has been a Financial Advisor with Northwestern Mutual since 2016, when he started as a College Financial Representative. He graduated from the University of Toledo in 2018 with a double major in sales and finance, and is currently the College Unit Director of the Toledo firm. Michael and his wife, Kaitlyn, have been married since 2020, and have one baby, Seraphina, who was born in 2023. Michael enjoys playing hockey, watching sports, and hanging out with his two German Shepherds, Thea and Harley. Michael is committed to his values of integrity, growth, and accountability. He transitions these personal values in his relationship with his clients. 

 

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Mike and Fi

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Fam

Here are my areas of expertise and who we work with

Areas of Expertise

  • Multigenerational Planning
  • Education Planning and Funding
  • Investment Strategy/Retirement Planning
  • Asset Management
  • Risk Management

Who we work with

  • Emerging Affluent
  • Business Owners
  • Medical Professionals
  • Engineers
  • Salespeople

Business Planning & Succession

Insurance Protection Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Education Planning & Funding

Multigenerational Planning

Estate Planning