Michael has been involved in financial services since 2014, starting on the trading desk at Charles Schwab and managing small business 401(k) plans at Transamerica. Michael brings a willingness to help clients understand their financial future and a thirst for learning. Michael currently has his FINRA Series 7, 63 & 66 registrations in order to better help our advisors with any client service needs. His cheery disposition and dedication to superior client service has been a wonderful addition to our team.
Prior to entering the world of Wealth Management, Michael enjoyed being a stay at home Dad and developing his interpersonal relationship skills during various other career interests in and out of the financial industry. Born and raised in the suburbs of Wisconsin, outside of Milwaukee, Michael made Colorado his home in the late 90’s. When not providing exceptional client service, Michael enjoys spending time with his daughters, exercising, playing video games, reading and following current events.