Our Qualifications

Michael has been working with individuals and businesses around the country for over two decades. He has a Bachelor of Business Adminstration degree from the Ross School of Business at the University of Michigan, Go Blue. He has a Master's Degree of Business Adminstration from the Mendoza College of Business at the University of Notre Dame, Go Irish. He has also earned his CERTIFIED FINANCIAL PLANNER (TM) certification.

His team of professionals, both locally and nationally, hold varous professional designations and are licensed to sell a variety of investment and insurance products. Every member of the team has extensive personal and professional experience.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Mike is also an author, speaker and educator. He presents for various groups, associations and corporations. Call him if your group needs an educational, and fun, presentation.