Michael brings his experience as a former business owner to the Core Integrated Wealth team. He spent 13 years as a drilling services business owner and the last 15 years as a financial advisor. His years of experience owning and running his own business gives him insight into the difficulties that business owners face on a daily basis. He has spent the last 15 years as a financial advisor helping business owners and individuals with their retirement, protection, and income planning needs. Michael also works with charitable organizations on investing their money for income.
Michael holds registrations (Series 7 and 66) from the Financial Industry Regulatory Authority (FINRA) which enables him to help his clients meet their investment, retirement, and retirement income objectives. He also maintains Life, Health, and Disability insurance licenses for the state of Texas and uses his broad knowledge of insurance and annuity products to help clients meet their wealth preservation, retirement income, and legacy needs.
Michael enjoys golf, fly fishing, and rock/fossil collecting. He often attends and plays in charitable golf tournaments in the Tomball and surrounding areas. He makes an annual trek to the mountains of Colorado, Wyoming, Montana and Idaho for golf, whitewater rafting and fly fishing.