Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER® professional and a Retirement Income Certified Professional®.

Experience and Education

Michael specializes in building integrated and comprehensive retirement income plans. A key focus is understanding, choosing and executing a sustainable retirement income strategy from available resources, such as systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.

Michael’s retirement income planning expertise includes helping clients apply for Social Security; evaluating and addressing risks faced in retirement financial planning; choosing distributions from employer-sponsored retirement financial plans; helping clients enroll in Medicare or with other health insurance choices; planning for long-term care needs; choosing appropriate housing; and legacy and retirement income tax planning.

Prior to joining Mariner, Michael was a senior wealth manager with Goldman Sachs Personal Financial Management. There, he managed client relationships and provided comprehensive financial planning and investment management. His primary focus was retirement income planning.

Michael has a bachelor’s degree in marketing from the University of Illinois. He also has a master’s degree in personal financial planning from the College of Financial Planning.

Personal Interests

Away from the office, Michael enjoys indulging in all the great culinary options that Chicago has to offer while taking in the magnificent architecture.

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.