As a Financial Planner, Michael partners with the advisory, financial planning, and the operations teams to review and assess a holistic view of clients’ finances, taxes, and estate planning needs. Leveraging his skill set, Michael fosters connections, anticipates client needs, and navigates complex problems to provide extraordinary service. Michael is dedicated to nurturing robust client relationships and creating a customized wealth management experience that goes above and beyond.
Michael earned his Bachelor of Science in Business Administration from St. Petersburg College and his Master of Business Administration from Texas A&M University, graduating Magna Cum Laude. Prior to joining Addessi Financial Partners, Michael served as a Senior Investment Associate at Northern Trust. In his role he supported ulta-high-net-worth families, family offices, and charitable foundations.
Michael is a CERTIFIEDFINANCIAL PLANNER® professional, and holds FINRA Series 7 securities registration. Michael joined the Addessi Team in 2026 and is a Registered Representative with Cetera Wealth Services.
Outside of the office, Michael enjoys traveling and exploring new restaurants with his fiancé Nicol. He also enjoys spending time at the beach, staying active outdoors, and making memories with their Australian Cattle dog, Holly.