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Our Wealth Management Advisors

Vice President, Senior Financial Advisor

Michael is a seasoned Financial Advisor dedicated to managing the complex assets of high net worth clients and their families. His mission is to achieve generational financial success through long-term, comprehensive partnerships. As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®, he takes a strategic approach to holistic financial planning: encompassing investment management, retirement income analysis, trust and estate strategies, insurance evaluation, and gifting strategies to both family and charities. 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures