Michael has spent the past 17 years helping families, individuals, and corporate clients meet and exceed their goals through his independent financial advice. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional from the College for Financial Planning and a life and annuities license. He has also earned the Accredited Investment Fiduciary Professional designation, awarded by the Center for Fiduciary Studies.
As a CFP® professional, Michael helps clients create unbiased, customized investment strategies to help build, protect, and transfer their wealth. In addition, his practice focuses on helping corporate and non-profit clients create and maintain successful retirement benefits plans for their organizations and its employees.
Prior to joining Wealth Advisory Services, Michael worked as Vice President and Investment Officer of Doylestown-based Plan Advisory Services (PAS), a financial advisory firm offering independent qualified plan consulting to employers and retirement planning advice to employees. At PAS, he helped small- and medium-sized businesses, foundations, and non-profits design and manage their retirement plans.
A graduate of Dickinson College, Michael holds a Bachelor of Arts degree in Political Science.
Michael volunteers his time in the community in varying capacities; most recently he was elected Board President of the Network of Victim Assistance (NOVA). He currently resides in Buckingham with his wife Danielle and their two children, where he enjoys tennis, golf and fishing.
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.