Family Picnic


Michael serves a variety of clients, including hardworking families, small business owners, and retirees that have left the work force.  His clients’ incomes range from start-up salaries to over $2 million annually.  He is willing to help anyone who may be seeking financial guidance, no matter their financial status or their investment experience.

Michael is eager to learn about his clients’ story and continues to stay up on their life, their family, and the things they may be going through.  He does his best to create a family-focused environment and considers many of his clients close friends.