Michael J. Gheen, CPA
Specializing in the areas of
- Qualified retirement plans
- Financial services
- Wealth accumulation planning
- Education planning
- Retirement planning
- Risk management
- Family legacy planning
Experience
- Qualified plan design and administration for 15 years
- Assist employers with due diligence in the selection and ongoing maintenance of qualified plans
- Several years working with individuals on a variety of planning needs
Education
- Bachelor of Business Administration from Ohio University
Professional
- Registered Representative with Multi-Financial Securities Corporation,

- Certified Public Accountant
- Securities registrations: Series 7, 24, and 66
- Ohio Life/Health/Accident Insurance licenses
- Ohio Society of Certified Public Accountants, member
- American Institute of Certified Public Accountants, member
Registered Representative of and securities and Advisory Services offered through Multi-Financial Securities Corporation, Member FINRA, SIPC,

