Michael has worked in financial services for 3 years, and through that time has developed a simple belief: that good advice should be clear, thorough, and built around the person receiving it.
He works with clients across investment management, retirement planning, and comprehensive financial planning, bringing a detail-oriented approach to every stage of the process. Whether reviewing a portfolio, coordinating a planning strategy, or walking a client through a difficult decision, Michael treats each situation with the same level of care and preparation.
Michael holds a Series 66 license and a Life & Health Insurance license. He is completing a B.S. in Finance at Western Governors University, with graduation expected in August 2026.
Outside the office, Michael enjoys golfing, sport shooting, staying active, and spending time with wife and children.