Michael G. Finnell, AIFA®, CEPA

Michael G. Finnell is a seasoned financial professional with a career spanning several decades in the industry. He embarked on his financial journey as a registered representative with Prudential & Pruco Securities in the mid-1980s, quickly rising to the position of staff manager before his departure in 1991. His early career laid the foundation for a path marked by leadership and expertise.

After a brief stint with Prudential, Michael moved back to his hometown and joined a Pittsburgh-based accounting firm as Director of Financial Planning. He brought his knowledge and skills to the role, contributing to the firm’s success in providing comprehensive financial planning services.

In the following years, Michael served as Vice President & Director of Financial Services for the BGS&G / CBIZ Companies, a national accounting and benefits firm. In this capacity, he played a pivotal role in expanding investment and financial planning services across multiple states, including Pennsylvania, Maryland, Virginia, West Virginia, and Washington, D.C.

Throughout his career, Michael’s commitment to financial education and outreach was evident. He co-hosted a weekly financial radio talk show on WORD FM in Pittsburgh, engaging with audiences on critical financial topics. Additionally, he served as an adult education financial planning instructor for Community College of Allegheny County, further emphasizing his dedication to empowering individuals with financial knowledge.

In 2001, Michael was instrumental in the creation of HHM Financial Services, LLC, a joint venture with a local property & casualty and employee benefits firm. He assumed the role of Managing Partner and later acquired and renamed the practice, establishing Heritage Wealth Management Group, LLC in 2008. Under his leadership, Heritage became a recognized leader in providing financial, investment, and estate planning solutions to families, trusts, charitable foundations, and institutional qualified plans. Michael’s expertise extended to qualified plan fiduciary guidance, investment selection, monitoring, and employee education.

In 2022, Heritage Wealth Management Group was acquired by HUB International, where Michael currently serves as Sr. Vice President & Private Wealth Practice Leader at HUB Retirement and Wealth Management. His role reflects his wealth of experience and his commitment to delivering exceptional financial services.

Michael’s qualifications include being an Accredited Investment Fiduciary Analyst™ (AIFA®) through the Center for Fiduciary Studies. He holds several FINRA licenses, including Series 7, 6, 24, 65, and 63*, as well as a PA Life & Health License. His dedication to community involvement is evident through his role as President of the Board of Directors for Coraopolis Community Development Corporation, where he actively contributes to economic development and various outreach programs.

Originally from Pittsburgh, Michael enjoys outdoor activities such as golfing and shooting sporting clays. However, his greatest joy is spending time and traveling with his wife, Julie, with whom he has shared 34 years of marriage. They reside in Moon Twp., PA, and have three children: Ryan, who serves as Vice President and Retirement & Wealth Management Advisor for HUB Retirement and Wealth Management; Matthew, who serves as Retirement & Wealth Management Advisor Assistant for HUB Retirement and Wealth Management; and Rachel who is a graduate student at Duquesne University.

*Series 6, 7, 24 and 63 securities registrations held through LPL Financial. Series 65 securities registration held through Global Retirement Partners, LLC.