Estate and Wealth Planner
25 years experience/ BS Southern Methodist University
Michael joined Income by Design and Life Planning for Families of Special Needs, Inc. in March of 2007 to pursue his career as an independent planner. Prior to the move, he spent nine years with Lincoln Financial Advisors a nationally recognized advisory firm honing his planning skills. He has developed specialization in helping clients accumulate, conserve and transfer wealth utilizing a multitude of strategies. Michael holds the Series 7 and Series 63 securities registrations along with the general insurance license allowing him to provide a wide spectrum of solutions for his clients’ needs.
Michael believes in building long-term relationships with clients. The relationships are based on a partnership of trust and integrity. He understands the importance of building and monitoring a long-term strategic plan. The plans are based on each clients’ unique circumstances, goals and objectives. He educates the clients about the different factors affecting the plans. He strives to provide the best solutions available to each by growing his knowledge base and tools through educational seminars, research and use of multiple resources offering unique solutions.