Financial Life Plans for today with a clear vision for tomorrow.
Michael is a Financial Advisor and Associate at Diamond State Financial Group. He graduated with a Bachelor of Science degree from the University of South Carolina in Columbia. Michael currently holds his Series 7 and 66 registrations, as well as his Life and Health Insurance Licenses.
Michael works closely with growing families and attorneys at all career stages. He believes that wealth management and financial planning is a relationship that begins with listening. As an advisor, he recognizes the need to have a clear understanding of a client's goals, dreams and even their fears before beginning the process of financial development and design. In all cases, a client needs a dynamic and sustainable financial strategy that is unique to their personal circumstances and cognizant of their long-term aspirations. Michael focuses on helping his clients implement a comprehensive financial strategy with a concentration on the following areas:
- Income and Asset Protection Strategies
- Tax Distribution Strategies
- Wealth Management
- Retirement Strategies
- College Funding
Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Michael is active with several local charities including the Delaware HIV Consortium and the Muscle Movement Foundation. Michael was born and raised in Wilmington, Delaware, and still resides there today. In his spare time, he enjoys playing golf and watching college football.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.