Michael specializes in helping clients with retirement income planning, portfolio reviews, cash management, higher-education planning and college cost projections. He also handles performance reporting and a variety of technology-based needs. As the team’s liaison for prospective clients, he introduces them to the group and helps provide a seamless transition for onboarding new clients.
Michael, who has more than 23 years of experience in wealth management, holds the Retirement Income Certified Professional (RICP®) designation, which provides experienced financial professionals with advanced education in retirement income planning. He has also attended training from 3ethos®, where his coursework combined topics of leadership, stewardship, fiduciary standards and governance. Michael has passed the Series 7, 63, and 65 exams and is insurance licensed. He has a bachelor’s degree in psychology from the University of Arizona.
Michael and his wife, Lisa, live in Phoenix and have one child. Michael and his family are actively involved in the local community and support a wide variety of religious and charitable organizations, especially those supporting individuals with disabilities or resource limitations. Aside from spending considerable time with his family, Michael enjoys sports, cooking and being outdoors.
