Louisville Greensboro Chicago

Michael H. Gross

 
BLUEGRASS DELIVERS SUSTAINABLE FINANCIAL SOLUTIONS THROUGH PEOPLE, EXPERTISE, AND EDUCATION TO THE TRUSTED RELATIONSHIPS WE SERVE.

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Michael H. Gross

With over 20 years of industry experience, Mike Gross has served as a Financial Planning Professional, Retirement Benefits Consultant, Investment Advisor, and Wealth Manager.

Mike completed a Bachelors of Science Degree from the University of Kentucky in Family Resource Management & Economics, with an emphasis in Financial Planning.  He holds a Master’s Degree in Financial Planning from The American College’s Irwin Graduate School.  Mike is a Certified Financial Planner™ (CFP®) Professional, and is a Certified Employee Benefit Specialist (CEBS®), with Curriculum developed at The International Society & The Wharton School at University of Pennsylvania.  Mike is a Chartered Financial Consultant (ChFC®), a Certified Financial Manager (CFM), a Chartered Seniors Retirement Advisor (CASL®), and a Qualified Retirement Plan Financial Consultant (QPFC).  Mike is a credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA) and an Affiliate Member of the National Association of Plan Advisors (NAPA).

Mike has taught Financial & Retirement Planning Workshops at many of the region’s largest employer groups.  His specialties include: Group Qualified & Non-Qualified Retirement Plans, Personal Wealth Management, Tax Planning, Risk Management & Insurance, Executive Compensation, Retirement Income Planning, Employee Group Benefits, Philanthropy & Planned Giving, and Estate Planning Strategies.  Mike serves as current President of the International Society of Certified Employee Benefits Specialists - Louisville Chapter, and is an active member of the Louisville Employee Benefits Counsel (LEBC) and the National Association of Plan Advisors (NAPA).

 
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