Michael’s seasoned wealth management experience was honed by positioning his own family to capture the success of his 16-year career as a proprietary trader on and off the floor of the Chicago Mercantile Exchange. Michael specialized in developing and implementing proprietary trading strategies for trading fixed income products, with a focus on managing risk. Many years, he traded derivative contracts representing trillions of dollars in notional value. In addition to his professional experience, Michael attended University of Florida, receiving his B.S. He additionally holds the Registered Financial Consultant (RFC) and the Certified in Long Term Care (CLTC) designations, and as an Investment Advisor Representative, he has a legal fiduciary responsibility to act in the best interests of his clients. He holds a Life and health License and gained his status as an Investment Advisor Representative by passing the extensive Series 65 securities examination.

As a Licensed Fiduciary, Mike is committed to helping people pursue their financial goals. Offering a wide range of financial products and services to individuals and business owners. He believes you will be better able to identify your goals and make sound decisions to help you reach them by providing sound financial information.