Certification(s) Certified Financial Planner™

Background & Family Life Michael was born and raised in Dallas, TX and graduated from W.T. White High School. He then moved to Los Angeles, CA after high school and worked in the TV/Film Industry for about 9 years as an actor, producer and casting coordinator. He decided to make the change to the finance industry and came back to Dallas and attended the COX Business School at SMU, graduating with a degree in finance. He currently lives in Trophy Club, TX with his wife of 8 years, Lori, and their two beautiful sons, Jordan, and Riley, who are ages 7 and 4.
Business Philosophy: Michael’s business philosophy is to make sure he tries his best to do what’s right for the client and what he believes is in their best interest. He believes it is important to keep the clients informed and educated on their financial plan and what RPOA is doing to help them achieve it.
Education:

• High School: W.T. White
• College: SMU, Cox School of Business – Bachelor of Finance
• Certified Financial Planner™

Business Experience
I started my career in finance at Fidelity Investments in the Private Client Group. I was servicing our High-Net-Worth clients for a few years and then moved to institutional sales. As an Investment Consultant at Fidelity, I worked with advisors across the industry, helping them build their portfolios, implement new business strategies, and reach their clients with timely and relevant information.
After Fidelity, I went to work with Fisher Investments, followed by Westlake Wealth Management, where I worked with clients to help them develop and implement financial plans designed to help them reach their financial goals. I came to RPOA as an advisor, because I truly believe they care about their clients, always strive to do what’s right based on the firm’s core values.