Michael has 28 years of experience in banking and insurance, focused on protecting and preserving client’s assets. Prior to joining Aegis Wealth Partners, Michael was the Vice President of product development at ING and later transferred to Credit Suisse developing the Life Insurance Premium Finance business. Most recently he has spent the last 12 years at a brokerage general agency working with independent agents and advisors developing retirement and estate planning solutions.
Given his more corporate experience, Michael had a desire to develop relationships on a deeper level and grow a book of business of his own. Now, he helps clients identify short and long term goals, develop a strategic financial plan, and protect their lives against unforeseen circumstances.
Education is a powerful tool when it comes to managing personal finances, Michael coaches his clients through a planning process enabling the client to decide what would be best for them and their family. Empowering others to make more informed financial decisions allows them to decide how they leave a legacy. In his spare time Michael enjoys spending time with his family especially watching his two boys play sports, and relaxing at the beach.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian