Michael Tisdell AIF®, CPFA
Mike is Vice President of OneGroup Retirement Advisors, joining the firm in 2012. On a day-to-day basis Mike works closely with Retirement Plan Sponsors providing a comprehensive view of a company’s retirement plan and incorporates it into a broader workplace benefit helping employees to operate undistracted by financial stressors and at the highest level of their ability. Mike guides employers by developing a retirement program that is flexible and sustainable with their business objectives and a true benefit to their employees. During the transition from employee to retiree, Mike provides wealth management and income planning strategies for business owners and high net worth individuals.
In 2020, 2021 and 2022, Mike has been recognized by the National Association of Plan Advisors (NAPA) by being named to NAPA’s list of Top Advisors under the age of 40. Advisors are nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential. He has earned the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designation and holds a bachelor’s degree from the State University of New York at Oswego. Mike holds a FINRA Series 7 and Series 66 with LPL Financial and the New York State Life and Health Insurance License
Mike and his family reside in the Sedgwick Farms neighborhood in the city of Syracuse. When Mike is not wearing a suit, you can typically catch him in a tie-dye shirt either grilling in the backyard, dancing (like nobody is watching) to local live music, playing fetch with his adopted pup Weller, or honing in on his guitar playing. Most of all, however, Mike embraces and cherishes the time he is able to spend with family and friends.