I follow a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care.
Michael is a hands-on advisor who takes great pleasure in running the business and providing expert guidance to retirees or individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in a strong work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with more than 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 25 years ago, Michael has been on a mission to protect clients’ capital.
Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running over 25 years ago and has since completed numerous full and half marathons. He also enjoys martial arts, golf, and is an avid car and motorcycle enthusiast.
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