Michael joined our firm in 2016. His primary job duties include all meeting preparation, gathering necessary information and obtaining insurance quotes, reviewing clients' financial statements, legal documents, and other data to create a report of their goals and objectives, conducting trades as directed by the advisors, understanding the components of building a balanced portfolio based on our company models, and preparing investment recommendations based off of that model.
Michael is a CFP® professional, Registered Representative, and is also Minnesota Life and Health Insurance licensed.
He was born and raised in Savage, Minnesota and is a graduate of St. John’s University. He had the once-in-a-lifetime opportunity to play football and study abroad in Australia for a semester while in school. In his free time, Michael enjoys playing and watching sports, being outdoors, and exploring.