Since 2012, Michael has guided families through the complexities of financial planning, focusing on goal identification, risk assessment, and the execution of finely-tuned investment plans. His commitment to his clients’ financial success has earned him notable recognition, including being named to Forbes’ Top Next-Gen Wealth Advisors in 2019 and Forbes’ Best-in-State Wealth Management Teams in 2023 -2024*.
Michael’s academic and professional credentials further underscore his experience. He is a CERTIFIED FINANCIAL PLANNER™ professional, a testament to his rigorous training and understanding of financial planning, and holds a Bachelor’s of Business Administration from Central Michigan University, specializing in Corporate and Personal Finance. These accomplishments reflect not only his deep understanding of the financial industry but also his dedication to providing the highest standard of advisory services.
Beyond his professional life, Michael is deeply committed to philanthropy, actively supporting organizations such as the United Way of Washtenaw County, Make-a-Wish® Michigan, the Young Leaders Society, and Friends In Deed. Through his work and community engagement. Michael not only seeks to enhance his clients’ financial well-being but also to contribute significantly to the broader community.
Education and Credentials:
- Bachelor’s of Business Administration (BBA), Central Michigan University, concentration in Corporate and Personal Finance
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Forbes Top Next-Gen Wealth Advisors – Michigan (2019)*
- Forbes Best-in-State Wealth Management Team Member (2023-2024)*
Personal Life & Interests:
Heavily involved in his local community, supporting the following:
- United Way of Washtenaw County
- Make-a-Wish® Michigan
- Young Leaders Society
- Friends In Deed
*The Forbes Top Next-Gen Wealth Advisors Best-In-State (Michigan) rating was presented in June 2019 using data gathered from March 2018 through March 2019 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Advisors considered have a minimum of four years’ experience. It uses a rating algorithm that is based on industry experience, interviews, compliance records, assets under management, revenue trends, and those that encompass the highest standards of best practice. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*The Forbes Best-In-State Wealth Management Team Member rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, operational as a team for minimum of one year and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
