Michael began his financial services career in 2008, when he joined a prominent wealth management firm as an associate working directly with the firm’s President, where he assisted with client service, operations, investment allocation, and management responsibilities. With the experience and knowledge he gained, he moved into the role of Financial Advisor.
As a financial professional with more than 10 years of experience he helps develop solutions for each client’s unique situation through a combination of ongoing financial planning services, as well as asset management. He takes great pride in being able to communicate complex issues to clients, such as small business owners and sales professionals, in a clear and concise manner.
Michael graduated from Concordia University in Austin with his Bachelor of Business Administration degree. While attending, he also competed on the men’s basketball team and earned the title of team MVP his final season. After his final season, he spent a few years coaching basketball before he became intrigued with the financial industry in 2008. He attended The University of Texas at Austin’s Financial Planning Certificate Program and has obtained the highly-prestigious CERTIFIED FINANCIAL PLANNER™ (CFP® professional) designation from the Certified Financial Planner Board of Standards, Inc.
Michael and his wife, Talea, enjoy reading, volunteering in the local community, and watching any University of Texas or University of Wyoming sporting events.