Experience Makes all the difference

Prior to his career in financial services, Michael worked in education and athletic coaching while attending the University of California in Los Angeles. He has a diverse background in the financial services industry lasting sixteen years thus far. His career began as a financial advisor in California and soon after had accumulated five years of experience in management, covering risk management, business development, sales management, and new advisor training. In 2010, Michael ultimately decided to return to his roots as a financial advisor to pursue his passion of helping and educating clients. He takes great joy in guiding them through the phases of their financial lives extending their legacies for generations to come.

He proudly serves as the Chief Marketing Officer for the team, leading event coordination and strategic partnership management as well as serving as an investment analyst and consult in area of risk management for the clients, as well as the practice. Michael resides in Gilbert, Arizona with his wife Kris and their children Skylar, Gunnar, and Rogan.

  • Top Wealth Manager, Phoenix Magazine (2012-2013)

Registered States:

AZ, CA, CO, FL, HI, ID, IL, IN, MA, MD, MN, MO, MS, MT, NC, NH, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY