Jason Lam

Michael Velzo

Financial Consultant

Michael enjoys helping people develop successful strategies to manage their money, bringing over 10 years of experience in the financial services industry. Starting out on the trading floors of the Chicago Mercantile Exchange, he has a breadth of knowledge and experience – working in the areas of Financial Operations, Trading, and Risk Management.

Michael received his Bachelor’s degree from the University of Michigan, Ann Arbor and has continued to pursue knowledge and personal experience through extensive travel. He has a passion for the outdoors and is an active trail runner, counting completion of two marathon distance events among his most significant personal achievements. As lovers of the wine country, he and his wife, Christina, reside in downtown Napa.