Mike joined Schneider Downs Wealth Management in 2009 and is a Partner of the firm. He leads the Investment Advisory practice for the retirement plan services of the firm. With his experience and education, Mike’s skills have led him to this role which includes designing the initial investment plan menu, building and maintaining the risk-based model portfolio construction, and continued manager due diligence while acting in either a 3(21) or 3(38) capacity. Additionally, Mike personally services plans from the Plan Sponsor level to establish governance and to maintain compliance with ERISA. Beyond traditional 404(c) advisory services, Mike plays a role in the overall operations, marketing, sales, and training for Retirement Solutions.
Certified Investment Management Analyst®
B.S./B.A. in Managerial Finance – East Carolina University
Member, Investments and Wealth Institute