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 achieve 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 weekly 3/5/8/10 reports, document scanning, semi-annual update preparation and several web based programs used within Mike’s practice. She earned her Series 7 in September 2017 so she will now be adding to her role and responsibilities with client trading. In December 2018 she earned her Ohio Life and Health Insurance License.
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 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; preparing semi-annual client updates and managing the eMoney financial website. She is also training other associates within the practice to achieve her same level of knowledge. Other responsibilities consist of running a daily 3/5/8/10% tracking report, using Social Security Analyzer software to prepare scenarios and options for clients, and scanning towards converting to a paperless office.
Within Mike’s practice I am responsible for semi-annual updates, client servicing, and new business processing. I interact with all team members to ensure that recommendations are correctly implemented. My current roll utilizes my talents that I’ve built during my 24 years working in the financial planning profession.
Bryan joined Mike’s team in March of 2017. Within that time he has been observing and learning as much as he can from the current team members. His current tasks include semi – annual update preparation, weekly 3/5/8/10 reports, document scanning and and utilizing web based programs within Mike’s practice. Bryan plans on starting to study for the FINRA Series 7 in 2018, so he can expand his role on the team.
Lindsey joined Bluestone Wealth Partners in 2017 as our receptionist. Her smile and warm welcome is an added value to our office. Lindsey resides in Blacklick.