Michael Franks

Michael works closely with individuals, families, and small business owners to develop comprehensive financial strategies aligned with their long-term goals. He has a particular passion for supporting veterans and military service members, helping them navigate financial decisions with clarity and confidence.

Michael focuses on delivering a highly personalized client experience, emphasizing transparency, thoughtful planning, and long-term relationships. His approach centers on helping clients simplify complex financial matters while building strategies that support their evolving life goals, family priorities, and financial future.

Professional Designations and Associations

  • Bachelor of Science | Excelsior College of Albany, NY

Professional and Community Involvement

  • Senior Leader, United States Army Reserves
  • Board Member, Little Miami River Chamber Alliance
  • Member and Volunteer, VetConnect | Countryside YMCA of Lebanon, OH
  • Team Lead, Annual Dream Invest Grow Service Trip to Guatemala

Personal Life

Michael has been married for 20 years and is the proud father of three children. Outside of work, he enjoys staying active through fitness, hiking, and camping. He also enjoys reading, learning new languages, and spending time outdoors with his family.