Michael Treft joined CPWA in May of 2020 upon graduating from the University of Cincinnati. Prior to joining the team full-time, Michael served as an intern in Dave Treft’s office while completing his Bachelor’s degree in Finance and Insurance Risk Management with a concentration in Financial Planning. As a Wealth Advisor at CPWA, he works directly with clients to create and monitor their custom financial plan. In addition, he is also responsible for business development and overall client experience. Michael is currently studying for his Certified Financial Planner (CFP®) certification.