Michael has more than 20 years in the financial services industry. He is passionate about helping his clients pursue their wealth management goals, whether these are professional, personal or a combination of both. Michael graduated from the Sellinger School of Business at Loyola University and passed the Certified Public Accountant examination in 1986. Although, in his current role as Financial Advisor, Michael does not give tax or legal advice. In addition, Michael worked for 10 years as a Chief Financial Officer in the nonprofit industry. Committed to collaboration, with the client’s permission, Michael can work closely with each client’s attorney, accountant and other advisors to help him/her offer financial advice and guidance that complements their overall situation and short- and long-term goals. He is dedicated to providing a high level of client service and achieving a high level of client satisfaction.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
