Hello there! Here’s my story. I grew up in Canton Ohio as the 8th child in a string of ten. You’re right, I am Catholic. In this environment you learned discipline, living within your means, save first, spend second and hand me downs were okay. My father was a majority owner of a window and door company. Early on, my mother worked at Ohio Bell telephone company until the siblings started arriving. She was the best mom ever.
I started my career in 1982 working for Aetna after I attended a recruiting seminar where I ran into a long-lost cousin and one of my brother’s high school friends. In 1998 I joined Lincoln Financial Advisors to deliver financial planning-based services where the financial plan leads the way to accomplish the goals. When you think about all the parts to be accomplished, many people have difficulty completing them. People hire us to get things done. There is nothing more rewarding than having a client tell me I was a major impact in their ability to reach and maintain their financial goals. My practice has focused on affluent families and business owners.
We specialize in helping high net worth individuals, business owners, and executives reduce their current taxes, manage their investments and efficiently transfer their assets to their children and grandchildren. Our unique planning approach allows us to analyze critical information and eliminate the guesswork so you can focus on your future.
I graduated from Western Governor’s University with a Bachelor of Science in Marketing Management. I hold a Series 7 & 65 securities licenses and numerous state licenses for securities, life, and health. I also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Certified Business Exit Consultant (CBEC) designations.
I live in Westerville with my wife of many years. We have two daughters, five granddaughters and a recent grandson. I am a lucky, thankful man. My hobbies include golfing, fishing (catching….. not waiting 3 hours for a nibble) and I am a die-hard Browns fan. My goal is to go see the Browns at the Super Bowl. Hey, it might happen?
Designation & Licenses: ChFC, CLU, CBEC, Series 7, Series 66
I grew up in a house where my father was a Certified Public Accountant and my mother was a registered nurse. I saw both of my parents help people in different ways and enjoy their careers. While at Ohio State University, I took a personal finance course and realized how I can help individuals achieve their personal and financial goals and not have to see blood or work 80 hours a week during tax season.
I love being a financial planner because I enjoy digging into people’s stories to find out what’s important to them and then design a plan to help protect what matters most. In such an online social media driven world, I enjoy person-to-person contact that requires to engage, connect and help individuals move towards achieving their financial goals.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner with over 19 years of experience in the financial industry. As a CFP® professional, I have agreed to comply with all applicable laws and regulations, including the CFP Board’s Code of Ethics. Serving our client’s best interest is the foundation of how we build trust with our clients. I received a Bachelor of Science in Family Resource Management from Ohio State University.
My wife has put up with me since 2004 & we have two beautiful children. When I’m not at work, I’m spending time with my family and friends. Currently, my daughter is training for her junior black belt, so if you see me limping, you will know that she has been practicing her moves on me. I also enjoy helping my son’s soccer team because apparently I’m good at getting six year-olds to chase a ball.
Designations & Licenses: CFP®, Series 7, Series 66, Life
I am a planner and work with people through their triumphs, failures and missed opportunities in this crazy cycle people call life. Where I come in, is making sure those failures and missed opportunities don’t happen in your financial life and hopefully.. add to your triumphs.
I grew up a military brat born in California. My father was a pilot in the Air Force so we moved around a bit to eventually find roots in Worthington, Ohio. I went to The Ohio State University and quite honestly, had no idea what I wanted to do the rest of my life. I started as a business major, like most undecided undergrads, and in time realized I would not find fulfillment just working for a company. Then one day, I got lucky. My friend from school brought me to OSU’s FPA (Financial Planning Association) meeting. The combination of helping people achieve their life’s goals with an emphasis on financial planning would later become my passion. I soon changed my major to Consumer & Family Financial Services with a specialization in Financial Planning.
After graduating, I worked for a financial planning firm for 2 years. During that time, I obtained my life & health license as well as the Series 7 license. In 2016, I joined Andy Michel’s team at Bluestone Wealth Partners. Some of my main responsibilities include building financial plans, discretionary investment management and helping create our services in a digital format. I am presently studying for the CERTIFIED FINANCIAL PLANNER™ certification.
In my spare time, I enjoy crushing my opponents in fantasy football & raising my pup (Penny) with my fiancé Lee. (Learned how to shake in July) I am constantly learning so you will likely find me listening to an audio book with a long list of books to be read or writing in our blog.
Designations & Licenses: AAMS®, Series 7, Series 66, Life
Hi! Welcome to my page. This is the part where you get to learn a little bit about me. Unfortunately, my life is not that exciting and I’m a talker so I apologize in advance. I was born and raised in Columbus. I have lived here my entire life, if you don’t count the four (awesome) years I spent in Athens, OH earning my BA in Psychology at Ohio University. Go Bobcats! After graduation, I worked in Human Resources for a bit, including a stint with a Fortune 500 company where I obtained a second Bachelor’s degree in Human Resources Management. Coming from an HR background, I adopted a passion for effective and innovative business processes, consummate client care, and customer service excellence which I dutifully carried over to financial planning.
I joined the Bluestone Wealth Partners team in 2015. I hold a FINRA Series 7 registration and State of Ohio Life, Health, and Accident Insurance licenses. I am also a certified instructor for Leadership & Customer Service Training and Development and I have a yellow belt with Lean Six Sigma. Currently, I am working on obtaining a CERTIFIED FINANCIAL PLANNER™ certification. After that, who knows! I am always looking to self-improve and learn new skills. Knowledge is power!
I enjoy giving back to the community and I think it’s important to be involved in philanthropy. I often fundraise for Nationwide Children’s Hospital, Race for the Cure, and Pelotonia. I am active in the PTA at my children’s school and I am a member of the Westerville Area Chamber of Commerce. Last year I discovered Junior Achievement of Central Ohio by mistakenly volunteering to teach a class at my daughter’s school. Even though I had no idea what I was getting myself into, I had so much fun. It is such a fantastic program that I purposefully volunteered to do it again this year.
I currently reside in Westerville with my two daughters. They keep me busy! I have a side job as a taxi driver – except my car isn’t yellow and I only have two, young, demanding clients, who have never paid me. They are active girls so someone has to drive them to all their activities. It’s not the most glamorous job, but it’s definitely the most rewarding. And we survived our first year of middle school, so I’m pretty sure I deserve some kind of medal.
Some random facts about me - In the summer, I spend a lot of pool time at Medallion or Worthington Hills Country Club. Restaurant week is my favorite Columbus holiday because it gives me an excuse to eat dinner in the Short North all week. I used to think my ideal vacation was anywhere with sun and sand, but after spending time out west (particularly Alaska) I think I might be more of a mountain-lover kind of girl. I dabble in hot yoga (even though I am the least flexible person in the world) and I am an avid runner (when I’m not injured). You can typically find me taking advantage of the bike paths in Westerville, training for various races around town. Also, as a side-note, trampolines hate me. Feel free to ask about that one!
Designations & Licenses: Series 7, Life
Hi, my name is Shelley Pasley. I am a native of Columbus Ohio, which has also been known as “cow town”. Not sure why, because you would be hard-pressed to find cows in Columbus these days. Nevertheless, other than the 2 years that I lived in Orlando, this is where I grew up and still reside. I grew up in a large Italian family with 6 uncles, 2 aunts and lots of cousins on my dad’s side.
I began working with Andy Michel in July 1999. Prior to that, I had worked a few years in the insurance/financial planning industry. When I started with Andy, we were a 2-person practice. Over the years we have grown and I now work with a 5-person team.
I am responsible for the oversight of the daily operations of the practice, but more importantly, building relationships with our clients and making them feel as important to our firm as they really are. I have met and become friends with many of our clients over the years.
Outside of work, I have 2 grown adult children and 6 wonderful grandchildren. Spending time with my grandchildren fills my heart with joy that only a grandparent knows. My family brings so much happiness to my life.
Since I was a young girl, I have always had a “crafty” side and for the past 10 years I have been making personalized ornaments in my home studio. I attend many arts and craft fairs to market and sell my “wares”. I also love to crochet. I was taught by my Aunt and Grandmother around the age of 7. I like making things to give to my family and friends.
On another note, I am a HUGE Columbus Blue Jackets Fan. I have been following them religiously for the past 8 years. Would love nothing more than to see them win “The Cup”. Maybe 2019 will be their year, we can only hope!
Other than a few years of living in Florida, I have lived in the Columbus area all my life so it only makes sense that I am also a Buckeye Nut!
Designations & Licenses: Series 6, Life
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.