Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Michael works with clients to provide personalized wealth management solutions, including investment strategies, risk management, tax and estate planning, to help them achieve their goals.

He previously worked at Martin Financial Group, which was acquired by Mariner in 2019. His responsibilities during his seven years there included data posting and reconciliation, reporting, trading, portfolio modeling and investment research.

He has a bachelor’s degree in finance and a minor in mathematics from Indiana University Southeast.

Personal Interests

Michael is a Tau Kappa Epsilon fraternity alum and board member of the Omicron-Sigma Chapter of Tau Kappa Epsilon. He supports St. Jude and enjoys watching University of Kentucky basketball and football.