With over 26 years of experience in the financial services industry, and 20+ years with ELGA Wealth Management, Michael has helped over 700 families, individuals, and business owners develop and manage their personalized investment and retirement income plans. Our goal is to help our clients build a plan that fits their needs and is within their specific risk tolerance and timeframe.
Education:
Prior to becoming an investment and insurance professional in 1997, Michael attended the University of Michigan – Flint and graduated with a B.A. in organizational communication with a minor in English. We continue to expand our knowledge of new and innovative investment and insurance products with ongoing training and education.
Michael is an avid golfer, and enjoys staying active in the outdoors.
Securities Exams Passed & Licensing:
Series 7, General Securities Representative
Series 52, Municipal Securities Representative
Series 65, Uniform Investment Advisor
Series 63, Uniform Securities Agent State Law
Life, Health, and Variable Contracts Insurance
