As a financial advisor, Michael provides clients with a disciplined wealth management process custom tailored to fit their values and priorities. His dedication to clients is evident in the personal attention and care he puts into every interaction. Michael recognizes that wealth planning can be complex and feel overwhelming, but his experience, insight, and caring approach help his clients navigate the process with confidence and clarity.
Being a financial advisor isn’t only about numbers and spreadsheets. It’s about being an ally on your financial journey, cheering you on and helping keep on track. Providing financial advice is just the tip of the iceberg for Michael as he believes clients deserve a sense of confidence, security and assurance that comes with knowing they are making smart financial decisions. He also understands that every financial situation is unique and there is no one size fits all solution; which is why he frequently encourages clients to think outside of the “investment box”.
A graduate of Wheaton College with a Bachelor of Science in Economics and MBA from the Olin School of Business at Babson College, Michael believes an investment in knowledge pays the best interest as he continues to expand his learning. Additionally, he is fluent in polish and knowledgeable in European cultures, customs and business practices.
Michael is a former collegiate basketball captain and an avid fan of the sport. He is active in civic and charitable organizations and continues to serve as a volunteer high school basketball coach and assistant scoutmaster for his childhood Boy Scout Troop, Troop 729.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
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.
