Broker Check

Applied Asset Management 

Michael J Kowal

Managing Partner

Michael Kowal is an accomplished Senior Executive and Financial Advisor with 20 years of experience spanning financial planning, banking, mortgage lending and insurance. His areas of expertise include investment portfolio design, risk management, personal financial planning, retirement income strategies and debt reduction strategies. Michael currently manages an estimated thirty-seven million dollars of assets for individuals and families and serves as a fiduciary for his advisory clients.

For the past 12 years, Michael has enjoyed assisting individuals and businesses with holistic financial planning, tax strategies and retirement plan monitoring through his company, Applied Asset Management.  In 2018, Michael formed My Medicare Network with a business partner, Derek Thomas to help his senior clients with their Medicare insurance needs. This company has grown tremendously since inception and currently has 15 Medicare agents and multiple partnerships with large regional insurance companies and financial institutions.

In 2001, Michael earned a Bachelor of Science degree in Finance from Miami University and currently holds the Series 7, Series 66 registrations and Life, Health, Property & Casualty licenses.  Michael resides in Avon, OH with is wife Stacy and their children Julia (11), Anna (8) and James (5). In his free time, Michael enjoys coaching his kids sports teams and golfing.


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