Knowledge to Weigh Risks and Measure Opportunities

Michael brings a wealth of knowledge and expertise across the investment and insurance industry. As the architect of your overall wealth management plan, he will guide you in the areas of investment and tax strategies, wealth creation and distribution, retirement and estate planning strategies, college funding, business and individual insurance planning.

At university, Michael studied Economics, then went to the College of Financial Planning in Denver, having completed their Accredited Asset Management Specialist (AAMS), Chartered Retirement Plans Counselor (CRPC), and the Certified Financial Planner Professional Education Program. Michael has passed the NASD Series 7, 63, 65 examinations and the Group 1 Life Insurance License.

Michael is a member of FINRA, is a Registered Investment Advisor with the Texas State Securities Board, a member of the Financial Advisor Network, and has been recognized by Texas Monthly Magazine as a member of The Five Star Wealth Managers in 2009, 2010 and 2015 for the San Antonio and Houston areas.

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