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."
"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."
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.