As a Financial Advisor, Michael works closely with the firm’s Senior Financial Planners to provide investment performance analysis and case management support. He also provides direct input and logistical support to the Firm’s President/CEO on matters affecting practice management and efficiency.
Michael’s commitment to our clients’ success is exemplified by the way he treats all clients like family. He enjoys providing professional financial guidance uniquely tailored to each client’s specific needs. Michael graduated from Stetson University in 2011 with a BBA in finance. As an undergraduate, he qualified to participate in the Roland George Investment Program.
Michael joined the firm in 2012 and is a Registered Representative with Commonwealth Financial Network®. He holds FINRA Series 7, 24, 63, and 65 securities registrations and is licensed to offer health, life, and variable insurance contracts, including long-term care and disability policies. Michael is a Chartered Financial Consultant®, Chartered Life Underwriter®, and an Accredited Investment Fiduciary®.
Michael cherishes spending time with his wife and is a proud father of three children, O’Connor, Michael, and Olivia. In his free time, he enjoys golfing, fishing, and traveling.