PROFESSIONAL PROFILE
Michael has been in the financial services industry since 2001 and joined Merrill Lynch in 2008. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals.
Michael’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
As part of the Merrill Lynch Personal Investment Advisory (PIA™ ) Program Advisor, Michael has the flexibility to move quickly to make thoughtful changes to a client's portfolio, if the client chooses to give him that discretionary option. He also holds a Certified Divorce Financial Advisor ™ certificate, awarded by the Institute for Divorce Financial Analysts ™ Inc. and the Certified Special Needs Advisor designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.
Michael is a 1977 graduate of Oregon State University, with a B.S. in Business Administration. Michael currently is a member of National Eagle Scout Association, Oregon State Alumni Association and participates in Autism of Oregon. Mike is a 6th generation Oregonian and with his wife Marina live in Tigard Oregon. Mike enjoys spending time with his three grown children, two active grandchildren and friends.
Mike is a member of these organizations:
Oregon State Alumni Association
Life Member of the National Eagle Scout Association
Institute of Divorce Financial Analysts™
National Autism Society
Designations:
Certified Divorce Financial Analyst™
Certified Special Needs Advisor®
Please consider sitting down to review your financial concerns and explore real solutions.
Contact Mike with questions and setting up a strategy consultation.