Executive Vice President
Director of Wealth Management
Michael has many passions in life, two of which are working with numbers and helping people. For Michael, financial planning has allowed him to combine those two. “It’s been more than 20 years in the industry and with the support I receive from M Stevens I am able to focus on what’s important to my clients, their families and their business’s”.
With a focus on providing comprehensive advice and his passion for assisting people on their path to financial independence, Michael’s practice consists of a broad range of clients, from those in the height of their career to someone transitioning into retirement. A business minded person, Michael understands the needs of business owners and thrives in helping entrepreneurs with their complex needs.
An Investment Adviser Representative with M Stevens Wealth Advisors, Michael holds his Series 7, 63 and 66 licenses, as well as the California Health, Life and Disability Insurance #0C18585.
Michael has fond memories of growing up in Central New York. With great ambitions for him and his family, a U-Haul was packed and Michael and his wife moved to California in early 1995 and “never looked back”.
His wife Samantha, their 18 year old son Matthew and 13 year old daughter Sofia reside in Orange County, CA. Michael enjoys golf and recently decided to take on the challenge of horseback riding with Samantha. As a New Yorker, his favorite sports teams are the Yankees and the New York Giants.