Mike founded Hillcrest Financial Group in 2018 after almost 14 years in the industry. He began his career as a student intern in early 2005. Since then, he has earned his CERTIFIED FINANCIAL PLANNER™ certification and also attained his FINRA Series 7 and Series 63 securities registrations (through Commonwealth Financial Network®) and his Ohio life and health insurance license. He is also an Investment Adviser Representative of Commonwealth. Maintaining these licenses and registrations requires participation in continuing education programs which help keep Mike up to date on current industry trends as well as keeping him informed of any potential changes on the horizon.
Mike was born and raised in Piqua, Ohio. He moved to Cincinnati to attend Xavier University, where he graduated with a finance degree. Mike lives in Mason with his wife and three daughters. When there is a break from the kids' activities, he enjoys playing golf or supporting local sports teams.
Pete was born in western Pennsylvania and raised in New York state. He relocated to Georgia with his family when he was a teen and graduated from the University of Georgia with a BS in education. After graduation, Pete worked in the financial field in Georgia prior to his move to Cincinnati in 1984. He established Miccoli & Associates the same year.
Throughout the past 26 years, the firm has provided financial planning and investment services to both individual and corporate clients, and Pete has conducted numerous seminars in both the Ohio tri-state area and Georgia. He is licensed to perform financial services in multiple states as a Registered Representative of Commonwealth Financial Network®, which provides a continuity of services to clients who have chosen to relocate. His multifaceted practice covers all areas of planning, including retirement, estate, and wealth management. Pete earned his CERTIFIED FINANCIAL PLANNER™ certification in 1987 and his Accredited Investment Fiduciary® certification in 2009, holds the FINRA Series 7 and 63 securities registrations (through Commonwealth), and holds the Ohio life, health, and variable annuity license. He is also an Investment Adviser Representative with Commonwealth.
In his free time, he enjoys traveling, working out, and attending college and professional sporting events.
Connie began working with Mike and Pete in 2013. After graduating from the University of South Carolina, she worked in many facets of the criminal justice system and as a substance abuse counselor. Prior to working at in the financial industry, she devoted 15 years as a stay-at-home mother to her two children. She assists in the day-to-day operations of their businesses and has become a valuable resource to our clients.
Connie is a native of South Carolina and has lived in Loveland with her husband, Brian, and two children for the past 18 years. Connie enjoys spending time with friends and family, practicing yoga, reading, and traveling as much as possible.