A securities industry veteran for over 40 years, Michael is a trusted advisor to his clients, offering clarity in an often unclear world and providing prudent guidance to help families manage their wealth and build lasting legacies.
Michael has continued to enhance his knowledge and hone his skill, earning widely recognized industry credentials including the Certified Estate Planner™ and Investment Management Consultant designations.
A native Dallasite, Michael still resides locally with his wife, Fran. Michael and his family worship at Watermark Community Church.
*Completed the Raymond James Institute of Investment Management Consulting Program