Michael Gosney, CFP^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Michael provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

He previously worked at Martin Financial Group, which was acquired by Mariner in 2019. His responsibilities during his seven years there included data posting and reconciliation, reporting, trading, portfolio modeling and investment research.

He has a bachelor’s degree in finance and a minor in mathematics from Indiana University Southeast.

Personal interests

Away from the office, Michael is a Tau Kappa Epsilon fraternity alum and board member of the Omicron-Sigma Chapter of Tau Kappa Epsilon. He supports St. Jude and enjoys watching University of Kentucky basketball and football.

Michael’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.