Michael is a graduate from the University of Washington with a Bachelors degree in Business Administration, emphasis in Finance. He has been working in the financial services industry since 2011.
Dedicated to the highest ethical standards, Michael provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works to provide each client with a strategy that uniquely serves his or her short and long term goals.
Michael is able to provide continuing service by meeting with his clients regularly, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Michael and his clients and helps ensures that each clients strategy remains consistent with changing goals, objectives and circumstances.
When he isnt working, Michael enjoys a number of different activities including sports, traveling, and spending quality time with his wife Kristin, family and close friends.