Since joining the financial services industry in 2008, Michael has cultivated a comprehensive skill set that includes holistic financial planning and wealth management for his clients. Whether guiding business owners through tax strategies and succession planning, helping retirees navigate income distribution, or supporting young professionals in laying the foundation for long-term f inancial success, Michael brings a deep understanding, thoughtful insight, and a client-first approach to every relationship. As a fiduciary, he is committed to delivering advice that is transparent and aligned with his clients’ best interests.
Michael earned his Bachelor of Business Administration from Concordia University in Austin, where he was also a standout member of the men’s basketball team. He furthered his financial education through The University of Texas at Austin’s Financial Planning Certificate Program, where he obtained the highly prestigious CERTIFIED FINANCIAL PLANNER™ (CFP® professional) designation from the Certified Financial Planner Board of Standards, Inc. He is an active member of the Financial Planning Association of Austin (FPA) and holds licenses including FINRA Series 7, 63 and 65.
Known for clear communication and a collaborative style, Michael takes pride in making complex financial topics understandable and actionable. He works closely with each client to help them fully understand their options and feel confident in their financial path.
Outside of the office, Michael and his wife, Talea, are dedicated to volunteering in their community, spending time with their two children, and watching any University of Texas or University of Wyoming sporting events.