Michael started his career in the financial services industry on Wall Street in New York City in 1996. Over this time, he has accumulated a wealth of knowledge with experience in Wealth Management, Foreign Currency, Residential and Commercial Mortgages, Debt Relief, and Insurance.
Michael holds his AAMS, Series 7, Series 66, and Life/Variable Annuity insurance licenses.
His background allows him to provide customized wealth creation and risk protection strategies to his clients to help achieve their long-term goals.
His expertise lies in:
- Investment allocation
- Retirement solutions
- Risk management strategies
- Estate planning
Michaels core philosophy of placing the needs of his clients first, open and honest communication and complete transparency is a testament to the organic growth of his business over time. He believes that working collectively with other professionals such as Accountants and Lawyers provides a holistic approach for clients to achieve their desired outcome.
He advises both domestic and offshore clients, mostly consisting of business owners, professionals, and trusts.
Michael grew up in New York and has been a resident of Miami, Florida for the past eleven years with his wife and two children. Outside of the office Michael attends Christ Fellowship Church and is an avid sports enthusiast who loves fitness and traveling.