Quinn Mickelson

Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic. Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand. Matthew lives in downtown Columbus with his partner, Braden. They love spending time with family and friends and staying active. Their top vacation destinations are visiting family in South Carolina and Florida, snowboarding in Colorado, and cruising in the Caribbean!

Sharon Wei is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with business owners, real estate entrepreneurs, first-generation immigrants, Asian professionals, and financially independent women, offering tailored wealth management strategies that address the unique challenges of building, growing, and transitioning assets. Sharon integrates comprehensive financial planning with investment solutions, focusing on family wealth management, legacy planning, tax minimization, retirement income, and portfolio management services. Sharon holds a Bachelor’s Degree and an MBA from Bowling Green State University, and she completed an Accredited Certificate Program at Northwestern University. She maintains several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). In addition to her fluency in Chinese, Mandarin, and English, she actively participates in professional organizations such as the Asian American Commerce Group, National Association of Women Business Owners, Ohio Business Broker Association, and Powell Chamber of Commerce. Committed to community involvement, Sharon volunteers with the Better Money Habits program and the National Association of Women Business Owners. Her personal interests include biking, dancing, hiking, music, photography, running, skiing, traveling, and yoga. Sharon approaches her client relationships with a commitment to accessibility, knowledge, and experience, aiming to provide clear and intentional guidance in the management of her clients’ financial futures.