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Guidance You Can Trust.
Strategies To Last.

At Southpointe Financial Services, we help everyday professionals and families turn their income into long-term security - without the overwhelm.

Whether you're planning for retirement, navigating changes to your 401(k), preparing for college costs, or making sense of insurance options, we bring clarity, strategy, and confidence to your financial decisions.

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  • A man with light brown hair, a beard, and blue eyes wearing a black suit, a light blue shirt, and a purple tie standing against a plain light blue wall.

    Michael Smith | AIF®, RICP®

    Financial Advisor, Wealth Management

    Michael Smith is a dedicated financial advisor specializing in wealth management. With a strong educational foundation from the University of Pittsburgh, Michael has built a reputation for providing insightful and personalized financial advice to his clients.

    In his current role, Michael focuses on helping individuals and families achieve their financial goals through strategic planning and investment management. His expertise in wealth management is complemented by his commitment to staying informed about the latest financial trends and strategies.

    Outside of his professional life, Michael enjoys spending time with his family, reading, golfing, and biking. These hobbies not only provide a balanced lifestyle but also contribute to his analytical and strategic thinking skills.

  • Portrait of an older man with short gray hair wearing a dark checkered suit, light blue checkered shirt, and a patterned tie, standing against a light blue wall.

    Robert Smith

    CERTIFIED FINANCIAL PLANNER®

    With over 45 years of experience in financial planning and insurance, Robert Smith is a seasoned professional dedicated to helping clients achieve their financial goals. His extensive knowledge and commitment to excellence have earned him a reputation as a trusted advisor in the industry.

    Robert specializes in comprehensive financial planning, retirement strategies, and risk management. His personalized approach ensures that each client receives tailored advice and solutions that align with their unique needs and aspirations.

    Outside of his professional life, Robert enjoys golfing, traveling, and spending quality time with his grandchildren. His passion for these activities reflects his belief in a balanced and fulfilling life.

  • A woman with shoulder-length light brown hair, smiling, wearing a navy blue and white top, against a light blue background.

    Melissa R. Mikus

    Financial Assistant

    Melissa Mikus is a dedicated Financial Assistant with over 25 years of experience with Southpointe Financial Services.  Graduating from the College of Financial Planning has made her an invaluable asset in her field with her extensive expertise in financial services and client support.

    Melissa is not only committed to her professional life, she also has deep family values.  She is happily married and a proud mother of six children and a grandmother to one delightful granddaughter. Melissa's ability to balance her career and family life is truly inspiring.

  • A portrait of a smiling middle-aged woman with short brown hair, wearing a black top and a beige patterned blazer, standing against a light blue background.

    Kathy Cunningham

    Client Services Administrator

    Kathy Cunningham is a seasoned professional in the insurance industry, with 45 years of experience as a Client Services Administrator with Southpointe Financial Services. She is dedicated to ensuring the company runs smoothly and efficiently, attending to day-to-day office needs with precision and care.

    She excels at creating a work environment where clients feel supported, informed, and cared for. Outside of work Kathy enjoys walking, going on many vacations with her spouse, Regis and spending quality time with family and friends.