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 serves on the board of directors for the local chapter of the Financial Planning Association as the Sponsorhip Director. He joined the board in 2018 to take a more active role in refining and advancing the financial planning industry.
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.
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.