Michael first began his career in the financial services industry over 30 years ago in 1987 as a commercial lender for the top financial services and banking firms in the business. He began his wealth management career in 1996 and founded his business based upon core values and a client centered approach to his relationships. Michael’s beliefs stem from his upbringing in the Texas Panhandle. He is passionate about his clients’ first approach centered by his burning desire to succeed for his clients. Michael exudes high energy and is committed to growing personally and professionally.
For nearly three decades, Michael has been worked to build his financial advisory firm into one of the foremost practices in the Southwest. Of all his business accomplishments, he is most proud of the firm’s stakeholders and their dedication to provide a superior client experience. In the spring of 2013, Michael formally became a foundational partner with Carson Group Partners with the goal to enhance the client’s experience and provide the best in transparent investment advice.
He and his wife, Kris, reside in Amarillo, Texas and have three wonderful children, and a dog “Dex.” He enjoys spending time with his family, golfing, flying, skiing, fly fishing, hunting events and attending all sorts of sporting events. Grandchildren to come are the next item on his bucket list item.
Michael’s academic credentials include a BA in Finance from Texas Tech, and the AIF designation (Accredited Investment Fiduciary). He holds his FINRA Series 7, 24, 63, and 65 Securities Registrations.