Michael began his financial services career in 2008, when he joined a prominent wealth management firm as an assistant to the firm’s President, where he assisted with operations and management responsibilities.
In his current position as Financial Advisor and Partner Assistant, Michael’s role is to be a valuable resource for the firm’s clients and the financial advisors that serve them. He helps develop solutions for each client’s unique situation, and takes great pride in being able to communicate complex issues to clients in a clear and concise manner.
He became series 7, 65, & 63 licensed in 2017 and is currently pursuing the highly-prestigious Certified Financial Planner designation through The University of Texas.
Michael attended Concordia University in Austin, where he competed on the men’s basketball team, and earned the title of team MVP his final season.
He enjoys spending time with his family, sports, outdoor activities, and traveling.
Others describe Michael as energetic, very polished, and extremely professional.