Michael Brill, First Vice President, Investments, has been providing financial services to clients for more than 21 years. Believing that no two clients are alike, Michael takes pride in understanding individual client’s needs, objectives and risk tolerance when creating a financial plan to suit their needs. Michael earned a bachelor’s degree from Oklahoma Baptist University and a Master of Divinity-Social Work degree from Southern Baptist Theological Seminary. In his continuing professional development, he has earned the Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Chartered Association of Senior Living (CASL) designations through The American College as well as earned his Life, Health and Variable Annuity insurance license. Due to his outstanding accomplishments as a Financial Advisor, Michael has been a member of the firms President’s Club since 2005*. Actively involved in the community, he holds memberships and positions at several charitable organizations.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.