Michael lives in Atlanta with his wife, Maritza, who is originally from Bogotá, Colombia. Together, they enjoy visiting their son, Cristian, and his wife, Denis, in Toronto, as well as spending time with family in Colombia and New England.

 

Michael is a seasoned financial professional currently focused on serving as a financial advisor to individuals, families, and business owners. Through a comprehensive and thoughtful planning process, he helps clients develop and implement customized strategies aligned with their long-term goals, values, and evolving financial needs.

 

Throughout his career, Michael has gained extensive and varied experience in the financial services industry, including positions as a wealth advisor and a sales and marketing executive.  His background spans retail and institutional markets, providing him with a well-rounded perspective in working with clients today.

 

He previously held leadership and growth-oriented roles with Merrill Lynch, American Century Investments, and Manning & Napier, where he contributed to expanding distribution and strengthening advisor relationships. He also held executive positions with FiPath4Advisors, a financial technology firm, and Palmetto Advisors Group, where he specialized in alternative investments, consulting, and advisor coaching.

 

Michael’s passion for preparation and service dates back to earning the rank of Eagle Scout, and it continues to shape his approach to financial planning. He is committed to helping clients navigate complexity with clarity and confidence.

 

Michael has made significant contributions to the industry through his advisory work and his involvement with various organizations. He has been active within the Financial Planning Association, the Money Management Institute, the Life Insurance Marketing Research Association, and the Investment Company Institute. Additionally, he has served on the Board of the Financial Planning Association of Georgia.

 

Throughout his career, Mike has recruited, trained, and coached hundreds of financial professionals as a speaker at national conferences on topics such as client service, business development, and value creation.

 

Michael earned an MBA from the Jack Welch Management Institute and a Bachelor of Business Administration degree with a minor in marketing from Keene State College. 

 

He has completed additional executive education at The Wharton School, Harvard University, Callan Investment Institute, The American College of Financial Services, where he earned the Chartered Financial Consultant (ChFC®) designation, and The Exit Planning Institute, where he earned a Certified Exit Planning Advisor Certification. 

 

Michael remains committed to lifelong learning.  He is also a published author, inventor, Eagle Scout, and outdoorsman who enjoys spending time with family, reading, and traveling.