Michael Petrus

Service and Operations Specialist
Michael Petrus

Office Location

31722 Tradewinds Dr.
Avon Lake, Ohio 44012

Michael Petrus is a dedicated financial professional with a strong foundation in both economics and marketing, earned through his degree from The Ohio State University, Fisher College of Business. A proud native of Cleveland, Ohio, Michael brings a unique blend of analytical insight and client-focused strategy to every relationship he builds.

His career spans respected institutions including Key Investments, Equity Trust, Nordson Corporation, and Brighthouse Financial, where he has developed deep knowledge in investment strategies, retirement planning, wealth management, and marketing communications. Michael holds Series 6, Series 63, and SEI certifications, underscoring his commitment to professional excellence and regulatory compliance.

Michael is passionate about helping clients navigate financial decisions with confidence and clarity. His approach is rooted in trust and a genuine commitment to long-term success. Outside of work, Michael enjoys golfing, writing music, and staying active in the world of sports.