Senior Associate | Wealth Manager
Michael is a Senior Associate and Wealth Manager at Diamond State Financial Group. He is one of the leaders of the firm’s Legal Professionals Division, working with attorneys and their families throughout all stages of their careers and lives. Additionally, his practice focuses on helping growing families navigate their accumulation years and assisting pre and early retirees in preparing for and enjoying their financial independence in retirement.
Michael focuses on helping his clients implement a comprehensive financial strategy that will simplify their lives, maximize their efforts and meet their unique needs. The strategy should be sustainable and mindful of their long-term aspirations. As an advisor, he recognizes the need to clearly understand a client’s goals, dreams and fears before beginning the financial development and design process.
Michael graduated with a Bachelor of Science from the University of South Carolina in Columbia. Michael holds his Series 7 and 66 registrations and his Life and Health Insurance Licenses. He also earned and maintains his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant™ (ChFC®) designations. Michael is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
He is active with several local charities, including serving on the Board of Trustees for the Delaware HIV Consortium and the Muscle Movement Foundation.
Michael, his wife, Megan, and their dog, Kona, live in Wilmington, Delaware. When he is not working, you can typically find him at the golf course or watching college football, the 76ers, the Eagles, the Phillies or his beloved South Carolina Gamecocks.