Michael focuses his practice around the premise that he is a resource for his client's financial goals. His philosophy is to listen to and understand each individual clients’ investment needs, both long- and short-term, and to continually execute their desired plan as goals, needs, and markets evolve.
He specializes in corporate retirement plan structure and implementation, 401(k), 403(b), profit sharing, cash balance, and employee stock ownership plans. He has actively managed individual, corporate, and endowment investment accounts.