Michael (aka MJ) customizes financial plans and investment portfolios tailored to each client's unique situation, needs, goals, and risk tolerance. For those approaching or already in retirement, he meticulously reviews, plans, and helps ensure clients feel confident about having the resources to enjoy their desired lifestyle.
With over 30 years in the financial services industry, including 25 years as an independent advisor, Michael has navigated various market environments and applied strategies to both mitigate risk and seize opportunities. His extensive experience enables him to provide well rounded and effective financial guidance.
Originally from the Midwest, Michael now splits his time between Brookfield, Wisconsin, and Scottsdale, Arizona. He balances an active lifestyle with his passions for exploration and enjoyment. His routine includes regular walks and strength training, and he loves discovering new destinations, whether it's traveling to vibrant cities or relaxing on the water. An enthusiastic foodie, he delights in trying out new restaurants and savoring diverse cuisines. Additionally, he enjoys attending concerts and live music events, always on the lookout for the next great performance. With a vibrant approach to life, he seamlessly blends his fitness pursuits with his love for travel, dining, and entertainment.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
