Vice President of Sales
Michael graduated from Kent State University in 1994 with a Bachelor of Arts in Business Administration and Finance.
Michael is a Certified Financial Planner (CFP®) and is highly knowledgeable on the topics of taxation, insurance, investments, retirement planning, estate planning and employer retirement plans. Upholding his experience and expertise, he has lectured many education seminars all throughout the country to CPAs, attorneys and financial planners. The seminars include but are not limited to fiduciary responsibility, advanced plan design, legislative changes affecting ERISA plans & cash balance pension plans.
With over 25 years of retirement plan experience, Creative Retirement Systems welcomed Michael Davis on board in 2018 where he began his continuing journey as the new Vice President of Sales. His “Win/Win” philosophy in his approach to sales has consistently created unparalleled levels of repeat clients and incoming customer referrals. He is the mastermind of ensuring CRS hits its sales objectives and utilizes his expertise in effectively managing the sales team, all while concomitantly handling sales in Central and Northern Ohio. He dutifully places the interests of his clients ahead of his.
Michael was raised and continues to reside in Westerville, Ohio, with his wife Debbie of 25 years and his two daughters, Erin and Maggie.