As a professional in the industry with 15 years of experience, Michael provides highly customized advice, investment solutions and financial planning services to affluent individuals and families, corporate executives, accomplished professionals, retirees and business owners in the Minneapolis/St. Paul area. With a passion for comprehensive wealth management, Michael delivers objective advice through high touch service to the clients he proudly serves. His approach includes customized strategies with a goal to provide outstanding service and advice. Clients work with him to: Make educated decisions in todays complex global economy Develop and implement comprehensive wealth management plans seeking to accomplish their personal and professional goals Obtain an independent second opinion from a financial advisor in their community Throughout his career, Michael has been committed to continuing education. In 2003, he earned the designation of Chartered Financial Analyst (CFA) from the CFA Institute, of which he is now a member. He has furthered his professional experience by earning his Series 7, 31, 63 and 65 securities licenses. He is also a Life, Health and Variable Annuity licensee. Over the years, Michael has cultivated skills in asset allocation, investment management, cash management and lending solutions, as well as retirement and estate planning strategies. By advising clients on how to effectively grow, protect and transition their wealth, he seeks to be a valued advisor. For his experience and dedication to excellence, Michael has been recognized as a Five-Star Wealth Manager in the Minneapolis/St. Paul area by Five Star Professional in 2014 and 2015. NMLS# 1272733 