Meet Michael
I add value by helping clients simplify and coordinate their financial lives, particularly as they approach or enter retirement. Many clients come to us with multiple financial decisions happening at once—investments, income planning, tax planning strategies, and long-term goals—and my role is to help them see how those pieces fit together. I focus on providing clarity, education, and thoughtful guidance so clients can make informed decisions with confidence and enjoy knowing their financial plan is aligned with the life they want to live.
I have spent my career in financial services working closely with individuals, families, and businesses to help them navigate complex financial decisions. My experience includes retirement planning, investment strategy, tax-aware planning, and succession planning for individuals and organizations. I am a Chartered Retirement Planning Counselor™ and have served in leadership roles within financial services teams, including leading a financial services group within accounting and advisory firms.
In addition to my professional work, I have been actively involved in industry and community organizations throughout my career. I have served in leadership and board roles with organizations including Junior Achievement, regional business associations, and professional networks. I was honored to be named Junior Achievement Volunteer of the Year in recognition of my long-standing commitment to education and mentorship. I believe continuous involvement in both professional and community organizations strengthens my perspective and helps me better serve clients.
Family is very important to me, and I value spending quality time with those closest to me. I enjoy being involved in my community and have always had a strong interest in education and mentorship. Outside of work, I appreciate activities that allow me to slow down, stay connected, and recharge, whether that is traveling, being outdoors, or simply spending time with family and friends. I believe maintaining balance and perspective outside of work ultimately allows me to show up more fully for my clients.
The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Wealth Services LLC, or It’s affiliates. Our philanthropic Interests are personal to us and are not reviewed, sponsored or approved by Cetera.
