Michael is the firm CEO and enjoys working in close partnership with all types of clients to help them achieve their investment goals as well as to assist them in navigating the various life stages of financial planning. He believes his faith has enabled him to better understand and appreciate the uniqueness and worthiness of each and every one of his clients. Because of this perspective, he sees the process of investing and planning for each client to be a sacred opportunity and responsibility.
He received his BS in Economics from Buffalo State College and also holds a Masters and Doctoral degree in Theology/Counseling. Michael has over twenty-seven years of experience in wealth management.