University of Colorado Alumni
Board member of charity, Wish for Wheels
Serves Southwest Airlines employees
Triathlete & cyclist
Loves to cook
Will video conference with clients to make it easier
From a very early age Michael understood the value of strong, deep-rooted relationships. Ones where open communication and therefore growth were always at the forefront. Pair that ingrained value with a passion for helping others become the best versions of themselves and you have someone who will work tirelessly to ensure you have the right people and tools behind you to make a lasting difference in your financial future.
While Michael’s personal story is unique to him, he understands that so too are his client’s. Therefore, he has made it his life’s work to build customized financial plans backed by innovative technology and decades of investment knowledge.
His primary goal? To ensure you have a proactive team handling your financial planning needs so you can focus on what’s most important!
When not focusing his time on his clients and helping build the next generation of great advisors at Trilogy, Michael spends his free time with friends and family exploring the outdoors (preferably on bicycles) and working in the community with Wish For Wheels Foundation. He is an Accredited Investment Fiduciary and an Investment Advisor Representative with Trilogy Capital, Inc, in which he holds his series 65. Additionally, Michael holds his Series, 6, 7, and 63 Registrations with LPL Financial and also his Life and Health licensed.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.