Michael is committed to helping individuals, families, and businesses navigate every aspect of their wealth management journey. As a CFP® professional, he grounds his practice in comprehensive financial planning. By exploring long-term goals, investments, insurance needs, and estate and tax strategies, he builds a well- coordinated plan that gives clients confidence in their financial future. For businesses and business owners, that conversation extends into asset protection, executive compensation, company retirement plans, and succession planning.
Michael joined Tax & Financial Group after nearly a decade at Charles Schwab, where he developed a deep appreciation for the trust that meaningful financial advice requires.
That trust is the foundation for the tailored experience he creates for each client. He takes pride in educating the people he works with, so they feel secure in their strategies through every stage of life and across changing market environments.
Michael was born and raised outside of Houston, Texas, and is a graduate of Arizona State University. He holds the CFP® certification, multiple securities registrations including the Series 7 and Series 66, and a Life and Health Insurance license.
Outside of work, Michael enjoys spending time with his wife and family, golfing, and traveling. His wife is a native of Orange County, and they recently made Mission Viejo their home.
