Michael first began his career in the financial services industry over 26 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. His beliefs stemmed from his upbringing by his parents in the Texas Panhandle and its inspiration garnered while at Texas Tech. He is passionate about his clients first approach by him and his team, his burning desire to succeed for his clients, and a high energy approach to growing personally and professionally.
For nearly 3 decades, Michael has been committed to building his financial advisory firm into one of the foremost practices in the southwest. Of all the business accomplishments, he is most proud of the stakeholders and how dedicated they are at providing a superior client experience. In the spring of 2012, Michael formally became a foundational partner with Carson Group Partners to enhance the clients 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.
Michael’s academic credentials include a BA in Finance from Texas Tech, AIF (Accredited Investment Fiduciary). He holds his FINRA Series 7, 24, 63, and 65 Securities Registrations.