About

Michael has over a decade of financial services experience working with companies such as Prudential and Lincoln Financial. He enjoys working with both the young professional needing to understand their options, and the baby boomer needing to maximize income. Over the years, he’s observed a tremendous gap in knowledge between today’s retiring generation and the ones just now starting to save. People may not be able to rely on the strategies used by previous generations of Financial Planners.

Michael has developed deep expertise in insurance solutions for clients with a variety of needs and objectives. He prides himself on sharing his knowledge with his clients - and doing so in a transparent, objective manner. Michael graduated from the University of North Carolina at Chapel Hill where he studied Dramatic Art and is a CERTIFIED FINANCIAL PLANNER™ professional.