Mike serves as Summit’s Chief Financial Officer and began his career with the company in 2006. He enjoys working with a broad array of clients, from business owners to corporate executives. Mike was named to the InvestmentNews 2021 40 under 40 list, a list recognizing outstanding financial advisors and industry professionals. He has been quoted in the Wall Street Journal numerous times and has given presentations to local and national groups regarding cash flow management, retirement planning and investment analysis and planning. Mike earned a Bachelor of Science degree in Finance with a focus in Microeconomics from Miami University and obtained the CERTIFIED FINANCIAL PLANNER™ certification