Dallas, Texas
For more than three decades, Michael has acted as a fiduciary for families and retirement plans in Texas and across the U.S. Michael specializes in performing complete assessments of his clients’ financial needs and executing strategic solutions to meet their financial objectives and goals. Michael also works closely with plan sponsor clients to evaluate service providers, eliminate costly conflicts, and enhance plan effectiveness. Michael has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants and is a member of the AICPA Personal Financial Planning Section and the Texas Society of CPAs. Michael has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. Michael’s fiduciary insights have been quoted in MarketWatch, BenefitsLink, and other media sources. Michael enjoys spending time with his wife, Ann, and their three children.
University of Mississippi, Bachelor of Business Administration (BBA) and Master of Accountancy
