Michael brings friendliness and dedication to the table when constructing portfolios to pursue his clients’ long-term financial success. His approach to retirement planning relies heavily on investment research, taking the time necessary to ensure that each client is recommended the most appropriate course of action to suit their specific needs.
He works to earn his clients’ trust and strives to empower them to focus on their families rather than worry about their finances. He does this by speaking with clients, writing financial plans, conducting investment research and constructing portfolios. He focuses on retirement income planning and portfolio construction.
Michael specializes in serving the financial needs of corporate executives and business owners. Having spent a decade in the financial services industry perfecting his craft, he is distinctly equipped to provide guidance to those in need of financial planning.
In addition to a bachelor’s degree in business administration with concentrations in both finance and economics from Grand Valley State University, Michael also holds the Certified Plan Fiduciary Advisor credential, demonstrating his knowledge of working with retirement plans and their fiduciaries.
Michael enjoys the mix of analytics and relationship-building that he believes creates an environment for success throughout his practice. He views friendliness, intelligence and dedication as the foundations of such relationships. As a fan of puzzles, he enjoys the collection of unique challenges that comprise each client’s financial journey.
Outside of the office, Michael enjoys golf and travel. He is a supporter of the Leukemia & Lymphoma Society and the Crohn’s & Colitis Foundation.
Michael resides with his wife in Northville.
