Mike has been in the financial services industry since 1986.  He began his career with McCloy Financial Services, and prior to joining LPL, was with Lincoln Financial Advisors for 20 years.  Mike partnered with Adam Pusateri in 2004 and in 2015 co-founded Bluestone Wealth Partners with Adam, Ric Martin, Adam Weingartner, Andy Michel, and Mike Agriesti.

Mike enjoys developing personalized financial plans with clients to help them achieve their long-term goals. In 1992, Mike completed the Certified Financial Planner (CFP®) Professional Education Program from the College for Financial Planning.  Mike earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2008, the Chartered Retirement Plans Specialist (CRPS®) in 2014, and the Chartered Plan Fiduciary Advisor (CPFA®) in 2022.

Mike was born and raised in Columbus.  He graduated from Whetstone High School in 1975 and from Miami University in 1979 with a Bachelor of Arts in Political Science.  Mike and his wife Dee live in Shawnee Hills, close to their son and daughter’s families.  They enjoy spending time with their 5 grandchildren.