Michael is our Vice President of Investments and Chartered Retirement Planning Counselor. In his role, he helps clients plan for retirement or manage their assets in retirement. He is passionate about helping others and is motivated by his clients’ success. To Michael, helping families create the retirement that they want is very rewarding.
Michael has over five years of experience in the financial planning industry and was interested in the business because both his father and grandfather worked in the industry. Because of this, Michael saw the importance of investing and wanted to share his knowledge with others. In addition to his experience, he is also a Chartered Retirement Planning Counselor (CRPC) which is a designation given to individuals who complete an in-depth program dedicated to creating a road map for retirement. He is always intrigued by each client’s unique story and crafting an individual plan for them.
Michael lives in Hamilton, VA and outside of the office, he enjoys spending time with family, golfing, and hiking. He loves the area because he’s close enough to the city to spend a day exploring, but is in the country and can go to wineries, hike, fish, and try new restaurants.