Serving the Lake Norman Region, Michael provides personalized investment advice to help you achieve your financial goals. As a Certified Financial Planner Professional and graduate of Franklin University with a Bachelor's of Science in Financial Planning, he utilizes a one-on-one approach to develop a customized plan to help you Grow, Maintain and Transfer your wealth. Michael's goal is to develop a customized strategy which reflects each client's specific goals and needs.
Michael has been happily married since 2011 and has two wonderful children. When not working or spending time with his family, Michael enjoys golfing, doing yardwork, and spending time on the lake.