Michael joined the firm in 2022 as a Client Service Specialist. Working alongside the firm’s investment counselors, he provides personalized, attentive service to our clients to help them achieve their goals. Michael has earned a reputation for strategic problem-solving and collaboration. To better serve clients, he is working towards obtaining his Certified Financial Planner™ certification. 

Michael began his career in financial services in 2019 as a Relationship Manager at Bank of America. He later serviced consumer banking and investment accounts as a Client Associate at Merrill Lynch.

Outside of the office, Michael enjoys playing basketball, cycling, and walking his Dachshund.