MISSION STATEMENT
I am committed to meeting clients where they are financially, taking a vested interest in their journey to
enhance their financial well-being. Through personalized, strategic guidance, I help clients navigate their
financial landscape with tailored strategies designed to improve their situation. By considering the full
financial picture, I collaborate to develop a well-defined yet adaptable plan, helping to ensure continuous
progress through ongoing monitoring and refinement.
PROFESSIONAL SPECIALTIES
- Over 20 years of experience serving client families in financial services, from bank management
to private client, wealth management and comprehensive financial planning. - Specializing in risk mitigation to enhance clients’ financial well-being.
- Committed to fostering financial wellness through strategic financial planning and
investment management. - Empowering individuals with the tools and guidance needed to work toward financial
stability and lasting financial confidence.
QUALIFICATIONS
- RWM Wealth Advisors LLC, September 2023-present
- Edward Jones, May 2012-September 2023
- Holds CFP®, AAMS®, and CPFA®
- Investment Advisor Representative (IAR) of LPL Financial
- Holds the Series 7, 66, and 63 registrations with LPL Financial
- Holds life & health insurance licenses from OH, PA, VA
EDUCATION
Bachelor of Arts Degree; The Ohio State University.
PERSONAL
Michael is grateful to share his life with his wife, Kimberly, a dedicated Registered Nurse Manager. As
residents of Westerville, they deeply appreciate the area’s unique charm and the vibrant people that call
it home. Their love for Westerville inspires them to give back through active volunteer work with local
charitable organizations, including Michael’s current role as a Board Trustee for Visit Westerville.
Beyond his professional and volunteer commitments, Michael enjoys spending time outdoors and
embracing his creative side. Whether fishing on Hoover Reservoir, golfing, painting, going for a long
run, or cherishing moments with loved ones, he finds joy in life’s simple pleasures.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC