Michael brings 17 years of experience in the financial services industry. He began his career as a financial representative with New York Life, where he built a successful practice with a focus on young professionals and families. Additionally, he was a consistent council qualifier during his tenure. Prior to joining HEFG, he was a financial services professional with Platinum Wealth Solutions Chicago LLC, focusing on business and personal financial strategies for young professionals.
Michael’s core responsibilities include the continued building and expanding of his holistic business practice in protection and wealth building for families and business owners and attorneys. Coming from a large family as the oldest of six children, Michael's passion in this business has been helping families protect what they have accumulated today and create more sound and efficient wealth building strategies for their future. Taking a unique "protection first" approach to our process using The Living Balance Sheet® (LBS) system, Michael helps those find real financial balance protecting against the unexpected while growing your wealth and by challenging traditional thinking and offer a refreshingly new approach to financial decision making.
He has taken the leadership role with a strategic partnership in identifying opportunities to lead and consult with attorneys associated with the CBA Insurance Agency, a subsidiary of the Chicago Bar Association, in areas such as financial education, life insurance, and wealth accumulation and retirement strategies.
Michael also serves as a mentor for other young professionals within the boutique financial services firm. He has achieved Guardian’s prestigious Leader’s Club and achieved all three levels of Guardian’s Client Builder award. He is a supporter of the industry in being a member of the local NAIFA chapter.
Michael was born and raised in the southside neighborhood of Beverly, Chicago, IL. He is an alumnus of Brother Rice High School and DePaul University; in addition to, avid Chicago Cubs, Bears, Blackhawks, and Bulls fan. Michael is married to his best friend Ashley and have two young children Ava (6) and Michael (4) where they currently live in the Wicker Park neighborhood of Chicago, IL. They enjoy traveling, golf, trying new restaurants in the city, and spending time with friends and family.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. True Wealth Strategies LLC is not an affiliate or subsidiary of PAS or Guardian. 8331892.1 exp