Michael is a CERTIFIED FINANCIAL PLANNER™ professional with more than 28 years of experience helping individuals and families build, preserve, and transition wealth. He develops comprehensive financial plans designed to prepare clients for retirement and guide them confidently through it. His approach emphasizes long-term relationships, personalized strategies, and aligning each client’s financial plan with their unique goals and personal values. He was most recently with Wells Fargo Advisors and previously a Senior Wealth Advisor with Schwab Wealth Advisory, were he integrated market insights, tax‑efficient investment strategies, estate planning considerations, and thoughtful portfolio construction to support informed decision‑making.
Michael takes pride in simplifying complex financial topics through an approachable communication style that empowers clients to feel confident and engaged in their financial lives. Michael has been fortunate to build a deeply rewarding career centered on helping clients navigate meaningful financial decisions for themselves and their families. Born and raised in Phoenix, Arizona, he has a wife and they are proud to call this community home. Outside of work, Michael enjoys golfing, road‑trip adventures with his son Max, and spending quality time with family.
