Michael conducts his approach to financial services with honesty, discipline and empathy. His focus on realistic possibilities for controllable actions and probable outcomes when it comes to managing clients’ finances helps to keep them informed and confident in their financial security. He knows that clients want their financial advisor to take their accounts seriously and provide optimal strategies for whatever situations they may be facing. Always wanting to make a difference in people’s lives, he thoroughly enjoys being able to help others navigate every stage of their finances, pursuing common goals with his team.
A graduate of Franklin University in Columbus, Ohio, Michael is the recipient of a Bachelor of Science degree in business administration. He also received a minor in business management from Hocking College in Nelsonville, Ohio, as well as the Emerging Leadership Development Certificate from The Ohio State University. Prior to joining Karageorge Wealth Management, he worked as a cost estimator and account manager for The Royal Group. He has property and casualty, life, accident and health insurance licenses, and is long-term care certified. He also has Series 7 and 66 licenses.
On a day-to-day basis, Michael services current clients, assists in investment strategies, assesses financial situations and makes recommendations, maintains communication with clients, analyzes financial markets, meets with prospective clients and creates financial plans. His goals are to help clients reach financial security, understand financial concepts and give them confidence. As a life-long learner, he believes that true and long-lasting motivation always comes from within.
Outside of work, Michael enjoys playing golf and spending time outdoors. He takes pride in his Southeast Ohio upbringing and has recently relocated back to his hometown of Albany, Ohio. Helping others and making an impact are top priorities for him, reflecting his core values.
Michael and his spouse, Casey, are proud parents to their son, Carter, and they share their home with their two dogs, Tyson and Millie.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
