“I believe that achieving personal and professional goals is easier when you have financial security. That sense of security can have a profound impact on improving your overall quality of life. Through financial planning, I am able to directly support clients as they work toward financial independence and meeting their goals.”
Michael joined the Affiance Financial team in January, 2022, as a Client Account Specialist. Michael worked diligently to obtain his industry licensing in order to become a Financial Planner in February, 2023. He is currently studying for his CERTIFIED FINANCIAL PLANNER™ designation. As part of the Affiance team, Michael provides comprehensive financial planning, investment management, retirement planning, risk management, cash flow planning, and more.
Before joining Affiance Financial, Michael worked as a Senior Consultant at Ernst & Young, where he worked closely with the corporate finance teams of large corporations to help them improve their financial reporting and analysis capabilities. Michael is a graduate of Indiana University's Kelley School of Business where he majored in Finance and Technology Management.
Get to know Michael—
- He enjoys playing tennis during the warmer months and going skiing in the winter.
- Michael has an Aussiedoodle puppy named Murray.
- He has a collection of over 30 Hard Rock Cafe t-shirts from cities all over the world, most of which he has collected himself.