Background & Experience
Michael’s role at Advize Planning Partners is to ensure all clients are served according to the agreement between the firm and the client. He guides and directs the vision of the company and how clients are served.
Michael has spent over 15 years helping professionals and families manage the complexities of success and create balance in their financial lives. He began his career with the Principal Financial Group in 2009. Three years later joined Ameriprise Financial to focus on helping individuals and families set financial goals by incorporating cash flow, risk management, long-term tax planning, and investments.
In early 2020, he opened Advize Planning Partners to take control of the tools and products he uses to serve clients. Michael holds the Chartered Retirement Planning Counselor® (CRPC®) designation and the Accredited Portfolio Management Advisor® (APMA®) designation from the College for Financial Planning.
A Metro-Detroit native, Michael graduated from Wayne State University where he played football for 4 years and basketball for 2 years. After earning his degree, he played minor league professional football before using his passion for coaching and leadership to begin his career in financial services.
Away from the Office
In his free time, Michael enjoys life with Frances and their blended family of six. He is an avid coach of flag football and little league baseball for their children. Michael also enjoys exercising, playing golf and supporting his native Michigan sports teams.
