Michael brings more than seven years of building client relationships to the firm. Michael enjoys working alongside business owners, executives and professionals in several industries, including but not limited to medicine and professional sports (golf).
He strives to meet the needs of all his individual and family clients in the areas of insurance planning, investment advisory, college funding, estate planning, transferring assets and retirement strategies. He also works separately as a financial planner if his clients desire a comprehensive fee-based financial plan.
As an avid sportsman, Michael is a scratch handicap in golf, often entertaining clients and friends on public and private golf courses throughout the Chicagoland area. One of his goals is to play as many of the Top 100 Golf Courses in the United States as possible. When not found on the golf course in the warmer months, Michael is most likely spending time with his wife Lisa and their four pets. Having two dogs and two cats keeps his personal life full of adventure, and he has made countless road trips across the country.
Education: B.S., Business, Pennsylvania State University.
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.