Michael joined Wealth Advisory Group as a Financial Representative in 2005. In his current role of Financial Advisor Michael runs a comprehensive insurance and investment practice. He takes a visual approach with his clients by utilizing The Living Balance Sheet® during his meetings. He finds this demonstrates to clients how whole life insurance works as an asset, serving as the foundation for any sound portfolio. His clients appreciate his thorough understanding of how money works and has confidence in his recommendations implicitly. His philosophy is simple, plan for tomorrow while living for today.
Michael was born in Brooklyn, NY and raised on Long Island. He received his Bachelor's Degree from the University of Wisconsin – Madison in English and Political Science in 1991. During his time in college Michael was a member of the fraternity Alpha Epsilon Pi (AEPi). After graduating he attended Fordham University School of Law and Graduate School of Business, earning both his Juris Doctor (JD) and Masters of Business Administration (MBA) in Finance. Michael worked at Bear Sterns as a credit analyst before transitioning into the international prime brokerage market at ING. Michael holds his Series 7, Series 66 and Accredited Asset Management Specialist (AAMS)* designation.
Michael resides in Manhattan’s Upper East Side neighborhood with his wife Barbara and two sons, Logan and Hudson. He has a passion for sailing and skiing, and has been summering on Fire Island since he was a child. He is a season ticket holder for the Knicks, and follows his beloved Wisconsin Badgers, Yankees and Red Bulls throughout the year. Michael gets out on the field as well during softball matches, and can sing karaoke with the best of them.
*Not approved for financial planning or consulting
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. Not practicing law for Guardian or its subsidiaries or affiliates. CA Insurance License # 0G14269.