I’ve known Michael for many years, during which he has provided me with valuable wealth management advice. Being a busy entrepreneur, Michael always respected my time constraints. Early on, it became apparent that Michael is not an investment robot; instead, he is a people-person who can strike up a conversation with anyone. In addition to being passionate about wealth management and keeping more of your hard-earned cash, Michael loves to talk about biking, and cooking.
I have a working relationship with Michael, and he is a honest and caring individual. He knows how to listen to people and addresses any concerns promptly and effectively. He has a vision and a plan to execute it.