Michael started in financial services in 2017 with an internship at Paul Winkler, Inc., focusing on video production and investment research. He quickly obtained the series 65 investment advisor license and began working in client services as well.In 2020, he completed the ChFC® designation (Chartered Financial Consultant), which is a comprehensive financial planning degree that covers topics in tax, insurance, retirement planning, investments, estate planning and more.Michael enjoys retirement planning and coming up with unique strategies to meet client needs. To further specialize in this, he completed the RICP® (Retirement Income Certified Professional) designation in 2021.Michael also enjoys working with young people and helping them with topics particular to their situation, such as emergency funds, college planning, tax strategies, and building a plan for the future.Michael lives in Hendersonville with his wife and three young boys. In his spare time, he enjoys reading, spending time with his family, and serving in his church.
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