Michael serves as a Wealth Manager, working closely with his clients to develop, implement, and maintain a customized financial plan that addresses their financial goals and needs. Using a client-centered approach, Michael specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and education planning to provide comprehensive wealth management services to his clients.
Michael brings nearly two decades of experience in the financial services industry to his clients. Prior to joining Creative Planning, Michael spent several years working as a Financial Consultant and Client Advisor with two large national financial services firms. While working at both firms, Michael was responsible for serving as the primary advisor and wealth manager for high net worth individuals and families, including many corporate executives and business owners.
Michael earned a Bachelor of Science degree in Business with a concentration in Personal Financial Planning from The Pennsylvania State University.
Michael is married to Stephanie, who is a Pediatric Critical Care Nurse with Anesthesia at University of Michigan Mott Children’s Hospital. Together, they enjoy traveling, exercising, cooking, working outdoors, and spending time with family and friends.
*See all Creative Planning disclosures and sources.