Michael joined the Affiance Financial team in January, 2022, as a Client Account Specialist. Michael worked diligently to obtain his Series 7 and Series 66 licenses, an important first step towards pursuing a role as a Financial Planner. As part of the Affiance team, Michael assists our financial planners with investment management, retirement planning, risk management, cash flow planning, and much 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.