Michael joined Summit Financial in 2004. As a Vice President – Director of Client Service and Operations, Michael provides management support for the firm’s private wealth clients and 401k plans. Michael has extensive investment product knowledge to assist advisors with sales through presentation layout, financial product research, strategic implementation, and assisting in the development of financial plans.
Working with the President, Michael contributes to the management and facilitation of the company’s organizational strategies, policies, and procedures. As a member of the Summit Financial Investment Committee, Michael is an integral part in the development and implementation of meeting initiatives.
For Summit Insurance, Michael is a representative providing insurance services as well as comprehensive underwriting management for life, disability, and long term care insurance programs.
Michael received his Bachelor’s Degree in Business Systems from Villa Julie College and earned his Master’s Degree in Human Resource Development from Towson University. When away from the office, he actively spends time playing soccer and tennis. He lives with his wife, Lauren, and daughter Charlotte, in Fallston, MD.