After earning a B.S. in Finance from the University of South Florida, Michael beganhis career at T. Rowe Price in 2016. It was while working at T. Rowe Price that he discovered his clients’ needs went well beyond the scope of what a large corporation could offer. As a Financial Advisor, his philosophy comes from his own experiences and acknowledgement that a sound financial plan is more than having a portfolio in the stock market.
Through the years he has specialized in portfolio and risk management, income planning, and advanced tax strategies. Michael truly believes in educating his families on using a holistic approach to financial planning to achieve their goals in retirement. Having all major areas of one’s financial life work together side by side has given more comfort to his clients knowing that they are leaving their legacy the way they had hoped for.
Michael has earned his Certified Financial Planner™ to further expand on his knowledge to better serve his clients. He resides in Clearwater, FL., and enjoys golfing and spending time with his wife Abigail, and two sons, Atticus and Abel.
- Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.