Experience and Education
Michael supports a wealth advisory team by providing personalized financial solutions for each client’s needs and objectives. He assists in creating comprehensive wealth management plans that include investment strategies, risk management, tax and estate planning.
Michael previously worked at Martin Financial Group, which was acquired by Mariner Wealth Advisors 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.
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.