Michael joined the Fluent Financial team as a Financial Advisor with several years of experience in the financial services industry. He has worked for Fisher Investments as an Investment Counselor, SEI Investments as a Relationship Manager, and MassMutual as a Financial Advisor. In these roles he gained experience working with a variety of retirement plans, investment and insurance products, and trusts. As a Financial Advisor, he leads clients service meetings, assists in day-to-day financial transactions, and prepares comprehensive financial plans.
Michael graduated from Temple University in 2016 with a Bachelor of Business Administration in Finance and Economics. He holds a Series 7 General Securities Representative, a Series 65 Uniform Investment Adviser Law License, a Series 63 Uniform Securities State Law License, and a Series 6 Investment Company Products License.
Michael was born in the Philadelphia area and moved to Dallas in 2019. His hobbies include hiking with his Husky Luna, golfing, skiing, reading, and traveling.