Having graduated from the University of Illinois at Chicago with a bachelor's degree in Finance, Michael has dedicated over 18 years to his career in financial services, specializing in wealth management, investments, banking, risk management, and financial planning. His experience managing a book of high-net-worth clientele worth over $300 million for a large brokerage firm led Michael to move into private practice with a focus on Asset Protection planning for physicians and medical professionals.
As a holder of the prestigious Certified Financial Planner™ designation, Michael is bound by the fiduciary standard of care, which gives his clients the peace of mind of knowing that he is always working in their best interests. Michael is a veteran of the United States Marine Corps, serving on active duty in communications from 1990-1995. Due to the events of 9/11/2001, he re-enlisted in the Marine Corps Reserves as an infantry squad leader from 2002-2004. Michael and his lovely wife, Wendy, live in Tampa, Florida, with their two beautiful children, Piper and Wyatt.