Dallas, Texas Office
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Acting as a fiduciary Michael has devoted his career to helping his clients meet their strategic goals. He performs complete assessments and executes strategic solutions for families and retirement plans in Texas and across the U.S. Michael also works closely with plan sponsor clients to evaluate service providers, eliminate costly conflicts, and enhance plan effectiveness.
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Michael has served individual and institutional clients for more than three decades. Michael’s fiduciary insights have been quoted in MarketWatch, BenefitsLink, and other media sources.
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Michael received his Bachelor of Business Administration (B.B.A.) and Master of Accountancy from the University of Mississippi. He 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.
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Michael enjoys spending time with his wife, Ann, and their three children.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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