Michael is an experienced financial professional specializing in working with high-net-worth individuals and entrepreneurs, providing services in income and gift planning, coordination with investment professionals, and retirement planning. What truly sets him apart is his commitment to long-lasting relationships, some encompassing the fourth generation of a family and lasting over 30 years. Michael’s deep personal interest in his clients transcends mere financial management; he assists them through difficult transitions, understanding their unique needs and nurturing relationships that align with their financial goals.
Years of Experience
44
Education
University of Central Florida, Bachelor’s
Professional & Civic Leadership
Graduate of Leadership Orlando
Board Member – University of Central Florida Business School Dean’s Advisory Board
Professional Credentials
Certified Public Accountant (CPA)
