Mike joined Schneider Downs Wealth Management in 2009 and was named a Partner of the firm in 2022. 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.
B.S./B.A – Managerial Finance, East Carolina University
Member – Investments and Wealth Institute
Do you have a hobby/personal passion?
Being a father to my three children.
What was the best advice you’ve ever received?
Don’t settle for mediocrity.
Who is your role model?
I don’t have one all-encompassing per say, but I look for those that have exceptional traits and mix and match that into a mold of what I strive to achieve.
What was your childhood dream?
Play a sport for a living and retire young.
If you could go back in time, what advice would you give your college self?
Enjoy it.
People would be surprised to know that I…
absolutely hate the takeoff and landing during air travel to the point I better be going to a location that is worth the anxiety.
What is the best or most interesting thing about your career?
Understanding the business and industries of the clients we serve is the most interesting. The best and most satisfying part is getting a participant to a fully funded retirement account balance.
What was your first job?
Cashier at Food 4 Less.
Do you have a “motto”? (spoken or unspoken)
Water finds its level.
When you have an hour of free time, what do you like to do?
With three young kids that are in perpetual motion, a nap.
Do you have advice for young professionals?
Listen more than you speak.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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