19 years experience / BA Southern Methodist University
Michael joined Income by Design and Life Planning for Families of Special Needs in March of 2007 to pursue his career as an independent life planner. Prior to the move, he spent nine years with Lincoln Financial Advisors a nationally recognized advisory firm, honig his planning skills. He has developed specialization in helping clients accumulate, conserve and transfer wealth utilizing a multitude of strategies. Michael holds the series 7 and series 63 securities registrations along with the general insurance license allowing him to provide a wide spectrum of solutions for his client's needs.
Michael believes in building long-term relationships with clients that are based on a partnership of trust and integrity. He understands the importance of building and monitoring a long-term strategic life plan. The plans are based on each clients's unique circumstances, goals and objectives. He educates the clients a bout the different factors that affect their plans. He strives to provide the best solutions available for each by growing this knowledge base through educational seminars, research and utilization of multiple resources offering new solutions.