Michael has worked in the financial services industry since 1999, beginning his career with J.C. Bradford & Co. Since 2004, he has focused almost exclusively on qualified retirement plans, helping employers navigate the complexities of building and maintaining effective retirement programs.

His experience within the qualified plan industry is especially well-rounded. Having worked with recordkeepers, third-party administrators, and now as an advisor, he understands retirement plans from multiple perspectives. This breadth of experience allows him to anticipate challenges, coordinate effectively with service providers, and offer practical guidance tailored to each client’s needs.

He is passionate about helping plan sponsors make informed decisions and creating retirement plans that serve both organizations and their employees. His versatility and depth of industry knowledge distinguish him from many advisors who work in the retirement plan space.

Outside the office, Michael has been happily married to his wife, Kristin (not sure how happy she is about it), for more than 20 years. They are the proud parents of two daughters, Harper and Avery. He enjoys spending time with his family, exercising, and playing golf.