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, trusting relationships. Ones where honesty and therefore growth were always at the forefront. Pair that engrained value with a life altering accident involving his wife in 2011 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 story is unique to him and his family, so too are his clients. Which is why 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!
Aside from focusing his time on his clients, Michael spends all free time with his wife, Tristen, and their dogs 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 is Life and Health licensed.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.