Knowledge, experience, leadership And the confidence to pursue your goals

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, Michael works with clients of many different backgrounds to help them obtain their unique financial goals in life. He does this through a process of creating and maintaining a financial plan for each client that helps build a path towards specific and obtainable goals that each family has stated to be important to them. Each plan includes tailored and customized strategies that are then implemented to put his clients in a position for long term success.

Prior to being a Financial Advisor, Michael was the Wealth Planning Analyst for the Tennessee Complex at UBS. In that role, he partnered with other Advisors and their clients on Wealth Management with a specific emphasis on financial planning. Prior to that role as an analyst, Michael also worked for UBS' back office as a managed account and mutual fund specialist for the entire country.

Michael is originally from Louisiana and received his degree from Louisiana State University's E.J. Ourso College of Business Administration with a specific concentration in Management. Now living in Nashville, he continues his connection with LSU as the Treasurer of the LSU Alumni Music City Chapter. Michael also enjoys spending his time coaching a boys soccer team.

Registered States:

AL, AZ, CA, CO, CT, FL, IL, IN, KY, LA, MI, MO, NC, NY, SC, TN, TX, VA, WA