Micah Peterson

Micah was hired as an Associate Wealth Advisor for the firm in early 2021 then transitioned to our Operations Team in early 2022 when we discovered his passion to support the overall firm. Micah now supports our internal team and strives to improve our systems and procedures enabling us to improve the way we serve our clients. His experience with the financial planning team, working with insurance analyses, tax projections, college analyses and retirement analyses assists him in supporting and directing our team. Micah also supports advisors on several client relationships with both administrative and planning responsibilities. Micah’s credentials include:

• BSBA in Business Economics from Miami University
• Salesforce Certified Administrator

Micah was raised in Springboro, Ohio, where he could always be found playing soccer, spending time with family, and being involved with his church. After spending a lot of time in West Chester during college, he fell in love with Cincinnati, where he and his wife, Mika, now call it home. On the weekends, he can be found out on the soccer field refereeing or hanging out with his family and friends. In his free time, Micah enjoys working out, reading, hanging out with his wife, and learning all things Salesforce.