My Story
As an Associate Investment Analyst on the Portfolio Management Team at our back office partner, Valmark Financial Group, Micah supports trading, operations, and portfolio management processes. He works closely with us to provide execution and ongoing support across our investment advisory programs, including VWS, TOPS, and ACCESS.
His responsibilities include handling trade related requests, resolving trade issues, supporting model and dashboard inquiries, and assisting with program pricing and performance reporting.
Outside of work, Micah enjoys spending quality time with his wife, Joy, and their daughter, Mia. In his free time, he enjoys making music and playing basketball.
DESIGNATIONS
- + CFP – Certified Financial Planner
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients' unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
