College for Financial Planning
Certificate in Financial Planning Education Program, CFP Education Curriculum
University of Dayton
Bachelor of Science in Business Administration, Marketing Major
Michael has over 4 years of experience in the financial services industry. He previously worked for Invesco PowerShares, a large investment management company as an Account Executive and Regional Portfolio Consultant on the PowerShares ETF sales team. He holds his CFP Practitioner designation and is a member of the Financial Planning Association. He currently hold the Series 7 and 63 with LPL Financial and the Series 65 with Compass Investment Advisors.
CERTIFIED FINANCIAL PLANNER TM, CFP®
PERSONAL & COMMUNITY
Michael and his wife, Katie live in Mount Pleasant with their dog Barkley. They moved from Chicago, IL in December of 2017, and got married in May of 2018. They recently bought a home in the Snee Farm neighborhood and love living in the Charleston area. In his spare time, Michael enjoys playing golf, football, softball and traveling. He is a volunteer golf coach for the First Tee of Greater Charleston.