For over 25 years as an investment advisor representative, financial planner and agency manager, Michael has helped clients and advisors create and implement effective financial strategies. Michael's strength is in understanding his clients’ circumstances, values and goals. His rigorous financial planning process revolves around educating and guiding his clients, whether the focus is on family or business planning.
Michael served four years in the Air Force, received his Bachelor’s Degree in Philosophy from New York State University at New Paltz, did post-graduate work in Philosophy at UC Santa Barbara and received his Master’s degree in Counseling Psychology from Sonoma State University. He has lived in Sonoma County since 1978 raising two daughters with his wife, Maria. Living an active life, Michael enjoys bicycling, swimming, and walking. He is a member of the Sonoma County Bicycle Coalition, Santa Rosa Cycling Club and has served as a board member of the Sonoma County Childcare Coalition.
CA License #0716146