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.

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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


Bachelor of Business Administration, Accounting
Ohio University