About Us

As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that maximize their long-term financial success. Regardless of what chapter you are in life, our goal is to help you reach your financial goals through an established process that is tax-efficient and reduces risk.

You can expect to receive:

• Personalized financial advice based on your goals

• Regular meetings to review and adjust your portfolio

• Consistent market updates allowing you to stay informed on the current financial climate

• Online and anytime access to your investments

11 years of experience as a financial advisor.

Education:

• Bachelor of Business Administration at Texas Christian University

• Certified Financial Planner™ Certificate at Southern Methodist University

Personal interests:

In his free time, Michael enjoys playing golf and being outside. On the weekends, you can find him playing on a local golf course or walking to the neighborhood tennis courts with his wife, Kelsey, and his daughter Emma Claire. In the winter, you might catch him shooting hoops at the Rocky River rec center. He enjoys rooting for all of the Cleveland sports teams and his alma mater, the TCU Horned Frogs. Michael's favorite thing about being a Financial Planner is building relationships with his clients and talking with them over the phone or meeting in person.