Michael has been in the financial services industry since 1996. He believes that anyone can manage money; however, an experienced wealth advisor puts strategies in place to help mitigate current and future taxes while at the same time helping to protect those assets from creditors and predators.
Through his experience, he's learned that people are tired of having multiple financial professionals giving them advice that is not coordinated. As a former Honorable Mention All-America basketball player at Ithaca College, he knows the importance of having a coordinated game plan. Michael helps individuals, families, and business owners organize everything into a comprehensive plan that takes into account the client's goals and desires.
The cohesiveness and team-first culture were what led Michael to join WestPac in 2018 over many other firms. Michael and the team at WestPac are experienced at tax planning, estate planning, retirement income planning, investment management, and business exit planning and utilize advanced and uncommon estate and tax planning strategies to help create dynastic wealth without compromising lifestyle. Although they are not attorneys or CPA's they work closely with their client's other professionals and are the architects of any plan that gets implemented.
When he's not working, he enjoys spending time with his beautiful wife and two daughters. They are very involved in school activities, and when he has time he plays as much golf as he can. Michael believes in doing something hard every day. In 2017 he ran a 50-mile ultramarathon and raised $25,000 for Feeding America.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0E36678 | 2020-101849 | Exp. 05/22