Mike has more than 2 decades of experience working with affluent individuals and families as a wealth planner. Everyone’s economic and life situation is unique and we keep that in mind when meeting and listening to a client or prospective client during a financial discovery review. We believe customized financial planning is essential when matching individuals and families with the right services designed to address their desired outcomes. With our commitment to professionalism and a shared cooperative development between you and us we can convert your objectives and goals into the foundation of your personal financial plan.
Prior to co-founding Bluestone Wealth Partners in 2015, Mike was with Steinhaus Financial Group from 2001-2015 as well as a registered representative with Capital Analysts from 1998-2001. Mike earned his Certified Financial Planner™ certification in 2004 and graduated from the Ohio State University with a Bachelor of Arts degree in Journalism in 1993. Mike’s an active member of the Financial Planning Association and currently serves in a variety of community and professional activities including Childhood League, the Bexley Community Foundation and the Bexley Education Foundation.
Clair started her career with Mike Agriesti’s team at Bluestone Wealth Partners in November 2015. Within that time she has been supporting our client group through semi-annual update preparation and attendance at client meetings, application of several web based programs for retirement, insurance and budget planning and follow up services for clients between semi-annual reviews. She earned her Series 7 currently held through LPL in September 2017 which allows her to engage in client portfolio trading and rebalancing. In December 2018 she earned her Ohio Life and Health Insurance License and in December 2019 she earned her FPQP Designation. She is currently taking courses to obtain both the CLU and ChFC Designations.
Jill has worked within Mike’s practice since October 2013. She earned her Financial Paraplanner Qualified Professional designation in August 2017 which provides her the knowledge surrounding all major disciplines of financial planning. She holds her FINRA Series 7 registration through LPL Financial which allows her to perform client trading and conduct investment research. Jill also holds the Life, Accident & Health Insurance license. Jill’s major responsibilities include administering trades; assisting in the financial planning process; helping with client service; participating in semi-annual update meetings and managing the eMoney financial website. She is currently working towards the CFP designation.