Michael has more than 20 years of experience in the financial services industry, specializing in employer retirement plans and helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Notable Industry Involvement
- 2020 and 2021 NAPA Top DC Retirement Advisor Teams
- Retirement Plan Advisory Group (RPAG) member
- Licenses including FINRA Series 7, 24, 4, 53, 63 and 65 securities licenses; and health, life, and variable annuities licenses