Michael applies his more than 8 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients at the highest level. He is always eager to help the individuals and families our team serves. He makes it his goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Michael also assists our financial advisors in planning and building investment portfolios. He holds Series 7, 63 and 66 securities licenses and life and health insurance licenses.

Prior to joining our team in Michael has worked at Morgan Stanley and Wells Fargo Advisors. He holds a bachelor’s degree in German from the University of Arkansas at Fayetteville and an MBA from Texas Woman’s University.

Michael is originally from Arkansas, and now lives in the Austin area with his wife and two sons. When not in the office, Michael enjoys traveling, hiking, and spending time with family at the lake.