Michael is founder and current President & CEO of his financial planning firm. Michael and his co-founder formed this firm in order to give independent advice in the areas of investment management, life and disability insurance and financial planning.
Michael entered the Financial Services Industry with AXA/Equitable in 1990 and was named “A” class Agent of the Year. He was then promoted to District Manager in 1991. He won the Developing District Manager Award in 1992 and 1993, and the District Leadership Award in 1994. He was promoted to Agency Manager in Albuquerque, NM in 1995. On July 1, 1999, he was appointed Branch Manager of New Southwest Branch (New Mexico-Arizona-Nevada). During Michael’s time with AXA/Equitable, he won numerous awards and recognitions. In 1998 and 2001, Michael was the recipient of the AXA/Equitable Centurion Award granted to top producer. In 2002, he was awarded the Barry Lindquist Memorial Award for outstanding community service.
The awards have continued: in 2008, Michael received the prestigious Summit of Inner Circle Award for the seventh consecutive year from UNIFI companies for exceptional sales and qualified for both their National and International Conferences. In December 2007, Michael was named a member of UNIFI’s Field Advisory Council. In the December, 2006 issue of Spirit magazine, then again in the January, 2008 issue of Forbes; Michael was listed as one of the “Most Dependable Wealth Managers of the Southwest.” In 2007, and again in 2009, Michael was named one of Phoenix’s Top Independent Investment Advisors by the Phoenix Business Journal. On January 25, 2008, Michael was elected to the Board of Directors for First State Bancorporation, a publicly held corporation.
Michael has received his Chartered Leadership Fellow designation. He is a Registered Representative, a Registered Principal, and a member of the National Association of Insurance and Financial Advisors. Michael has recently completed the Board of Directors Education & Certification Program through UCLA.
Michael has been involved as a contributor and member of numerous boards of directors and charity organizations. He served as Campaign Chairperson and Leadership Chair of the United Way of Central New Mexico. He is also a Past President of General Agency Managers Association (GAMA). He was a member of New Mexico Business Economic Forum and past member of the Board of Directors for the University of New Mexico Lobo Club. Michael served on the board of directors for the Juvenile Diabetes Research Foundation (JDRF) Desert Southwest Chapter and ChaparralHigh School. Michael and his wife, Janice, are members of the Alexis de Tocqueville Society of United Way. In 2008, Janice and Michael were welcomed to the University of New Mexico’s Popejoy Society. In 2009, Michael completed training as a volunteer for the Paradise Valley Police Department in ParadiseValley, AZ. Michael assists the PVPD in crime deterrence and police patrols throughout the ParadiseValley neighborhoods.
Michael attended LewisUniversity in Romeoville, Illinois, earning both a BA in Accounting and an MBA in Marketing. Among his interests, Michael enjoys playing golf, running marathons (qualified for the Boston Marathon in 2003 & 2006), and spending time with his family. Michael resides in ParadiseValley with his wife, Janice and their three daughters.
Licensed for securities products in AL, AZ, CA, CO, DC, IA, IL, IN, MI, MN, MO, NJ, NM, NV, NY, OH, PA, TN, TX, WA and WI. Licensed for insurance products in AZ, CA, CO, IA, IL, IN, MN, NJ, NM, NV, OH, PA, TN, TX, WA and WI. CA insurance license number OC34535.
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