Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Michael serves individuals by providing customized wealth management solutions. He has a passion for understanding client needs and creates individual plans based on each client’s goals and aspirations. Prior to joining Mariner, he was a financial analyst for Aon. 

He has a bachelor’s degree in business administration with a concentration in finance from Loyola University Chicago. 

Personal Interests

Michael enjoys playing golf. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.