Mike began his career as a financial advisor with Edward Jones Investments before co-founding Guardian Financial Group. Mike believes it’s important to understand what his clients are working toward. This enables him to determine the most appropriate strategies and truly focus on his clients’ financial goals. He believes that seeing his Centerville clients enjoy the road to financial success is one of his highest honors.

In 2010, Mike received the Accredited Asset Management Specialist™ professional designation. Prior to his career in the financial services industry, Mike spent time as a Naval aviator. While in the Navy, he completed several deployments and received multiple service awards now proudly displayed in his office.

Mike has been a guest speaker at numerous civic organization events and is a past president of the Lions Club. He volunteers his time for multiple causes including area chambers of commerce, rotary, and his church. He is also a youth coach and mentor.

Mike, his wife, Meghan, and their six children reside in Beavercreek. Mike enjoys sports, traveling, fitness, and spending time with his family.


Kelly began his career with a “Big 4” accounting firm providing tax and financial planning services to Fortune 500 CEOs, executives, private business owners, and high net worth individuals. For more than 20 years, he has helped clients with their small business, investment, tax, and insurance needs.

Kelly believes in creating trusted, life-long relationships with clients and has a passion for helping them succeed financially. His success can be attributed to his ability to educate clients, help them clarify and prioritize their financial goals, minimize taxes throughout their lifetime, implement a plan of action, and provide great service. It is this skill set that has been so crucial here in Centerville.

He, his wife, Michelle, and two children live in Beavercreek. They enjoy sporting events, spending time with family, traveling, and church activities.