Michael provides comprehensive wealth management and financial planning services to doctors, law firm partners, entrepreneurs, financial professionals, and other high-net worth individuals and their families. Michael’s extensive experience in financial services spans two decades prior to joining Osaic wealth in 2024, and partnering with Symboliq Wealth Management in 2025. Michael’s career in finance has also included tenures at other independent broker dealer firms; Principal Financial Group, Ameriprise Financial, and Woodbury Financial Services.

In 1999, Michael received a bachelor's degree in arts from Wayne State University, known for their strong Health Sciences, Public Health, Psychology, and Engineering programs. Michael attained his CRPC® (Chartered Retirement Planning Counselor™) designation from the College of Financial Planning in 2013, and his APMA® (Accredited Portfolio Management Advisor™) in 2017.

Michael’s professional licenses include Series 7, Series 66, and the Florida State (2-15) Insurance License for Life, Health, and Long-Term Care.

As Metro-Detroit native who played football and basketball in both HS and College, Michael’s passion for coaching, teaching, and leadership led him to the world of financial advice. He enjoys helping individuals and families with financial goals, risk mitigation, tax planning, and investment strategies that get them safely to their retirement objectives. He also has a passion for client assessment, risk/return analysis, asset allocation, modern portfolio theory, and investor psychology.

In his free time, Michael enjoys spending time with Frances and their blended family of six. He is an avid coach of flag football and little league baseball for their children. He also enjoys exercising, playing golf, and supporting his native Michigan sports teams.