Vice President, Wealth Management
Michael works closely with families, business owners and retirees to help them manage their financial lives. He begins by evaluating their current financial situation, working with them to set realistic goals, and then creating the appropriate financial plan for pursuing them.
Open, honest and candid with his clients, Michael believes that they are better served by telling them what they need to hear as opposed to just what they want to hear.
As a Certified Financial Planner™ professional, Michael has completed a rigorous and comprehensive program, covering financial planning, tax strategies, employee benefits and retirement planning, estate planning, investment management and insurance planning.
Michael earned a bachelor’s degree from the University of Central Florida and began his financial career in 2010 at Raymond James. He moved to UBS, where he worked for nine years, and returned to Raymond James in October 2019.
Active in community organizations, Michael is a coach and board member of the Palm Bay East Little League. He previously served as a board member of the Florida Sport Fishing Association and as president of the Space Coast Chapter of the Coastal Conservation Association. He also served as a reserve deputy sheriff for many years.
Michael was raised in Hollywood, Florida, and today lives in Palm Bay, Florida, with his wife, Jacqueline, and their children, Dylan, Lily and Clayton. In his free time, Michael enjoys fishing, coaching baseball, and restoring boats and cars.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.