Michael brings 23 years of industry experience and founded the firm in 2018 with a passion to put “people” first. He believes that this mission will require two things: a village and a lifetime. Michael has also been recognized by Forbes Best-In-State Wealth Advisors¹ for his work helping clients pursue long-term financial clarity and purpose-driven planning.

Prior to starting the firm, Michael served the financial services industry in multiple other roles. In these previous roles, Michael consulted within the qualified plan space, provided guidance as an institutional marketer to major wire-houses, money-center banks, broker-dealers, and investment advisor representatives, and worked in other consultative roles within the financial services industry.

Michael received his undergraduate degree from the University of Denver in 2003, with a major in Finance and a minor in Economics. In 2024, Michael received a master’s degree in Management from Harvard Extension School.

Michael spends his free time complaining about the Minnesota weather, traveling out west with his 16-year-old son to feel the excitement of going down a mountain, occasionally battling the uphill climb of catching a Marlin, cheering on Wayzata Youth Sports, and most importantly, surrounding himself with people willing to challenge themselves for the greater good in pursuit of encouraging others to become the best version of themselves.

Licenses: S63, S66, S6, S7, SIE

¹Data provided by SHOOK® Research, LLC — Data as of 6/30/25.