Michael joined Summit Financial in 2004. As Vice President – Director of Client Service and Operations, Michael provides management support for the firm’s private wealth clients. Over his 15 years in the industry, Michael has extensive investment product knowledge to assist advisors with sales through financial product research, strategic implementation, and assisting in the development of financial strategies for clients.
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. His expertise includes, developing tactical and strategic investment models, guidance on proper Asset Allocation and overall investment knowledge and support.
Michael is a representative providing insurance services as well as comprehensive underwriting management for life, disability, athlete protection, and long-term care insurance programs. Additionally, he works exclusively with the firm’s employee benefits business solutions division regarding the plan development and implementation of 401(k), 403(b), SEP and SIMPLE retirement portfolios. In this role, he supports the advisors, as well as assisting businesses with administrative requirements.
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.