Michael W. Clark

Michael W. Clark, CPA, PFS

Michael W. Clark, CPA, PFS

Managing Partner

Mike graduated from Miami University with his Bachelor of Science in Accounting. He is a Certified Public Accountant, as well as a Registered Investment Advisor Representative with over 25 years experience in public accounting, specializing in tax and wealth management.  He has been with Cassady Schiller since 1994 and heads the firm’s wealth management division, CSA Financial Advisors, Ltd.

Mike is a member of the American Institute of Certified Public Accountants (AICPA), and the Personal Financial Planning Division of the Ohio Society of CPA’s.  He is a Personal Financial Specialist (PFS), a credential awarded by the AICPA to CPAs with considerable professional experience in financial planning.

Mike resides in Anderson Township, Ohio with his wife and four children.  When he is not meeting with clients, you can find Mike spending time with his family at their various sporting events, summer vacations at Walloon Lake Michigan, or playing golf.  Mike is also a proud Evans Scholar caddie alumni, and is active with the Greater Cincinnati Foundation, the Children’s Heart Association of Cincinnati, McNicholas High School’s Project Paradise and Planned Giving Council, as well as the Guardian Angels Parish.

Education

Miami University, B.S. in Accounting

In the Community

  • American Institute of Certified Public Accountants (AICPA)
  • Evans Scholars Foundation
  • Board member of Children’s Hospital Heart Association
  • McNicholas High School Board of Trustees
  • Greater Cincinnati Foundation Financial Advisory Council