Michael lives in Atlanta with his wife, Maritza from Bogota, Colombia. Together, they enjoy visiting their son, Cristian, in Toronto, family in Colombia and family in New England.

 

Michael is a seasoned financial industry veteran. He enjoyed long tenures with several dominant industry providers. His industry knowledge is expansive as he spent time as a wealth advisor and a sales & marketing executive. Michael’s industry experience and relationships span both the retail and institutional areas. 

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Michael focuses on individuals, families, and business owners. Through a comprehensive review process, he assists in the development and execution of customized plans. Earning the rank of Eagle Scout at a young age, he learned the importance of preparation and is passionate about helping others in their life planning and preparation. 

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Over the years, Mike has helped expand and grow distribution at American Century Investments, Phoenix Investment Partners, and Manning and Napier. In addition, Mike has broadened his industry experience and knowledge with executive positions at FiPath4Advisors, a financial services technology start-up, and Palmetto Advisors Group through specialized industry alternative sales, consulting, and coaching. 

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He has participated in various industry boards and committees (Financial Planning Association, Money Management Institute, LIMRA, and The Investment Company Institute). He served as a Board Member for The Financial Planning Association of Georgia for two years. 

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Also, he recruited, trained, and coached hundreds of advisors. He has often presented at national meetings and industry conferences. His presentations cover client service, sales practices, branding initiatives, business development, and value proposition delivery. 

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In addition, he has been an adviser to several start-ups, helping them raise capital, locate talented staff, and secure clients. While advising fledgling organizations, he has helped with strategic planning, targeted marketing, and execution. 

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Michael earned an MBA from Jack Welch Management Institute and his bachelor’s degree in business, with a minor in marketing, from Keene State College. He participated in numerous industry educational programs at The Wharton School, Harvard University, Callan Investment College, and The American College of Financial Services, where he earned his Chartered Financial Consultant designation. Mike is committed to being a life-long learner. 

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Mike is a published author, inventor, Eagle Scout, and outdoorsman who enjoys family, reading, and traveling.