As an Associate Financial Advisor, Michael engages in ongoing conversations with clients, guiding them toward informed financial decisions that align with their goals. His role involves developing dynamic financial strategies, personalized investment plans, and long-term client relationships. Michael has over 24 years of professional experience—eight of those at financial planning firms. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a degree in Family Financial Management from Virginia Tech.
Michael’s passion for financial planning stems from his own journey. Growing up in a rural, middle-class household, he entered college with little understanding of financial independence. After discovering a financial planning group on campus, he quickly realized the impact thoughtful planning could have on a person’s future. Inspired to help others achieve financial stability, he changed his major—despite his parents’ skepticism—and has never looked back.
Throughout his career, Michael has embraced adaptability. After earning his CFP® certification, he spent time in corporate finance and contracts before returning to his true calling in financial planning. His guiding principle, “Let your actions speak louder than your words,” drives his approach, as his work reflects the same financial confidence he encourages in his clients.
Beyond the office, Michael enjoys traveling, exploring wineries, hiking, and discovering new foods. He and his wife of 22 years keep busy supporting their two daughters’ passion for basketball—spending many weekends at games and tournaments. When he’s not working or cheering from the sidelines, he’s dreaming about his next beachside or vineyard escape.
