Mike graduated from Miami University with his Bachelor of Science in Accounting. He is a Certified Public Accountant, as well as a Registered Investment Advisor Representative with over 20 years experience in public accounting, of which five were with an international accounting firm. He has been with Cassady Schiller and Associates, Inc. since 1994 and heads the firm’s investment advisory services division, CSA Financial Advisors, Ltd.

CSA Financial Advisors, Ltd. provides comprehensive financial, investment, and wealth management planning to families, professionals, and their businesses.

Mike is a member of the American Institute of Certified Public Accountants (AICPA), and the Personal Financial Planning Division of the Ohio Society of CPA’s. He is also a Personal Financial Specialist (PFS), a credential awarded by the AICPA to CPAs with considerable professional experience in financial planning.

Mike resides in Anderson Township, Ohio with his wife and four children. When he is not meeting with clients, you can find Mike coaching sports teams at Guardian Angels School, or playing golf or basketball. Mike is also involved with the Evans Scholars Foundation and is a board member of the American Cancer Society and Anderson Township Little League.