Michael joined Merrill Lynch Wealth Management in 2007 after an 18 year career in business management which included seven years of owning, operating and eventually selling a successful business.
In an industry where service is key, Michael strives to provide a level of service and attention that is truly exceptional. He is dedicated to taking the time necessary to listen to and understand clients--their personal situations, needs, goals, concerns and preferences--and to help them develop a plan that is specifically tailored to fit them.
Michael’s professional background is built on a strong educational foundation. He graduated magna cum laude with a bachelor’s degree from Brigham Young University where he also earned a Masters of Business Administration (MBA) degree. He holds Series 7 and 66 registrations (FINRA) and the Chartered Retirement Planning Counselor, CRPC designation. He is also a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.” His educational background and business experience give him a perspective that is particularly helpful as he strives to understand the unique needs of clients.
Michael and his wife Corrie live in Kaysville Utah and have four children.
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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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn 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.
