With more than 30 years of financial planning experience, Michael specializes in retirement planning, income distribution planning and intergenerational family planning. Through careful listening and thoughtful strategic planning, Michael strives to help his clients seek and maintain financial independence.
Michael is a lifelong resident of Kentucky. He earned his BS in Accounting from Murray State University, and his JD from the University of Louisville. He has earned the professional designations of Certified Financial Planner and Certified Public Accountant.
Michael began his career in the financial services industry as a Senior Trust Officer in the trust departments of various financial institutions. Upon leaving the banking community in 2007 he became a local Registered Representative with LPL Financial, one of the country’s leading Independent Broker/Dealers. He joined Keystone Financial Group in 2019 as a registered investment advisor.
Michael is actively involved on the Boards and committees of many civic and non-profit organizations in the area including the Paramount Arts Center, Inc., Community Hospice, Inc., Community and Technical College Foundation of Ashland, Inc., United Way of Northeast Kentucky, and Foundation for the Tri-State Communities, Inc.