Michael Gheen
Vice President, Director, Retirement Plan Services
"Take a chance and don’t be afraid to try something new. Trying and failing helps you grow. No growth comes from simply not trying."
About Michael
A dedicated leader with experience and education as a CPA/PFS (Certified Public Accountant/Personal Financial Specialist) who helps businesses and individuals with guidance and results-driven strategies that focus on due diligence, plan design support, benchmarking, financial wellness, and high-quality service and communication.
Experience
- Vice Present, Director, Retirement Plan Services
- Oswald Financial, Inc., 2023-Ongoing
- Vice President, Senior Client Executive - Retirement Plan Services
- Oswald Financial, Inc., August 2015-2023
- Vice President – Retirement Plan Sales Consultant
- Huntington National Bank, October 2013-July 2015
Education
- Bachelor of Business Administration, Accounting
- Ohio University