Michael has nearly 30 years of professional experience in the financial services industry. He holds life licenses in several states. His team of associates and fiduciaries specializes in helping people understand their options.
We assist individuals in finding the best retirement solutions to meet their long-term personal and financial goals.
“I’ve always taken a holistic approach to financial literacy. Honest living involves more than money”.
We find that when you empower individuals with an education that’s tailored to their specific needs, a light at the end of the tunnel appears, and trust develops.
To accomplish this, compassion and empathy are vital during the education process, which allows us to understand a person's individual needs.
When company founder Michael is not working, he enjoys participating in community activities that benefit families locally. He also enjoys ocean fishing and spending time outdoors with his wife and family.