Michael D. Napier, Managing Partner, Wealth Advisor, helps clients in crafting detailed financial plans and coordinating investment strategies. As a Certified Financial Planner (CFP^®) and a Fiduciary, his focus is to assist individuals and families with all aspects of their financial future. Mike is passionate about building relationships that go beyond achieving financial goals. He focuses on helping clients feel less stressed about the process, more positive about their progress and more certain of their financial future.

Education:

Certified Financial Planner Board of Standards - Certified Financial Planner (CFP^®)

Accreditation Council for Accountancy/Taxation - Accredited Tax Preparer (ATP^®)

Life, Accident & Health Insurance & Variable Annuity License

FINRA Series 6 & 63

National Social Security Association - National Social Security Advisor (NSSA^®)

Xavier University - Bachelor of Science in Business Administration; Degree in Finance

• Brighton Center – Finance Committee Member
• Goering Center - Membership Committee
• Northern Kentucky Chamber - Board of Advisors
• Cincinnati Estate Planning Council – Member