Role in the NETWORK
Specializing in helping clients with planning, implementation and management of strategic investment plans.

Michael's personal service offerings include:

• Client profiling to access risk tolerance and prioritization of investment objectives
• Personally tailored investment plan design and implementation
• Adjusting asset allocation and investment mix to changing market conditions and clients life events
• Ongoing review and communication of clients progress

Professional Experience
Michael has spent the greater part of his professional career successfully working with investors to identify investment options best suited to their objectives, risk tolerance and timeframes. He is registered with the securities industry since 1984 with course work in risk management, asset allocation, retirement and estate planning.

Personal Background
Michael was born in Los Angeles, California and raised in Colorado Springs, Colorado. He graduated from the University of Colorado at Colorado Springs.

Community Involvement
Michael is involved in the community with The Newport-Irvine Rotary Club (since 2001) and Boy Scouts of America (leader since 2004)