It's the important things - our families, our values, the impact we have on others - that connects us.  And although making sense of it all can be hard, asking the right questions can make things clearer.  So when I talk to you about wealth management, I want to learn about those life questions that are on your mind.  "Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?  Will my family be ok when I'm gone?" Together, I know we can find the answers.

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities.  Over the last 25 years, I have put my experience to work for each of my clients, helping them to find the best way forward to pursue the goals that truly matter.

Michael and his team help corporations, private and public retirement plans, foundations and endowments, as well as individual investors, structure and maintain investment programs on an on-going basis.

• Retirement Plan Consultant, UBS
• Chartered Retirement Plans Specialist, College for Financial Planning

• University of Chicago, IL - MBA, Finance
• Kalamazoo College, MI - BA, Economics
• University of Hull, UK - Economics

• Series 6, 7, 22, 24, 63, 65, 66
• Life and Variable Annuities

• Volunteer at Frederick Meijer Garden
• Enjoys cooking & entertaining. Hobbies include; skiing, golfing, traveling, biking, swimming, & reading.

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MD, MI, MN, MO, NC, OH, OR, TN, WA