Michael, CFP®, AIF®, is passionate about serving his clients and community. On a continual quest to responsibly further his education and financial knowledge, he holds both the CERTIFIED FINANCIAL PLANNER™ certification and the designation of Accredited Investment Fiduciary® from the Center of Fiduciary Studies™. Michael specializes in a wide range of services, including financial, professional consulting, property and casualty insurance, life insurance, and group and individual benefits.
After building a successful wealth management practice, he partnered with Logan Lavelle Hunt in 2008. The Logan Lavelle Hunt Wealth Management division merged with Shepherd Financial in 2018.
Michael is a graduate of Hanover College with a degree in Business, received his MBA from Webster University, and earned an Executive Certificate in Financial Planning from Bellarmine University. His other designations include Accredited Asset Management SpecialistSM, Accredited Wealth Management AdvisorSM, Certified Fund Specialist®, Certified Annuity Specialist®, Certified Income Specialist™, Certified Tax Specialist™ and Certified Estate Planning Specialist™.
In his free time, he volunteers as a youth coach in his community, travels, and spends time with friends and family. Michael and his wife, Stacy, have been married since 2000. They have a daughter and twin sons.