Michael graduated from Western Michigan University with a Major in Personal Finance, a minor in business administration and economics. Michael realized early in college that he wanted to help people with financial needs and establish long term retirement goals. During school he participated in an internship at Oppenheimer & Co. After graduating college, he moved to Denver, Colorado and started his career working for Transamerica on the wholesaling team (employer sponsored plans, mutual funds and annuities) gaining more industry knowledge while pursuing industry credentials. After completing his exams, he found more fulfillment building personalized financial plans for clients’ specific needs and goals (short term and long term). He ended up transferring to Transamerica Advice Center where he started building comprehensive plans and helped clients with budgeting and debt consolidation.

Michael’s approach to financial freedom begins with first understanding the specific goals of his clients and then preparing a comprehensive wealth strategy that best suits their needs and those of their families. His personalized services and guidance, includes fully explaining different financial strategies making sure everyone understands and is comfortable with his recommendations.

Currently he holds his Series 7, 63, 65 and CRPC^®.