Photo of Mike Klubnic, Financial Planning Analyst.

Mike Klubnik

Mike Klubnik is a Financial Planning Analyst at Keeler & Nadler. He graduated from the University of Maryland Smith School of Business with an MBA in 2010, has his Series 65 license, and is currently studying to become a CERTIFIED FINANCIAL PLANNER® practitioner. Within Keeler & Nadler Mike supports the advisory team by helping to prepare materials and reports for client meetings and assists with business operations.
Prior to joining Keeler & Nadler, Mike spent more than 15 years in the financial services industry at J.P. Morgan, Huntington Bank, and most recently Bread Financial. As he began creating a financial plan for his own family, he realized how much he enjoyed reading and learning about the different areas of financial planning. He began to explore whether or not it was possible to turn this newfound passion for financial planning into a career helping others with their own financial plans. Mike met Mark Beaver at a Financial Planning Association event after Mark spoke on a panel about career paths in the industry.
Mike resides in Hilliard, Ohio, with his wife, Jen, and daughter, Avery. In his free time, he enjoys reading, spending time with his family, enjoying the restaurant scene in Columbus, and cheering on the Ohio State Buckeyes and Green Bay Packers.