Michael is the Director of Business Development and a Wealth Advisor at ZEGA Financial, he is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews. His expertise is in comprehensive financial planning, new client ...more

Michael is the Director of Business Development and a Wealth Advisor at ZEGA Financial, he is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews. His expertise is in comprehensive financial planning, new client acquisition, and portfolio analysis. Michael has a BS from Florida Atlantic University, a CRPC® (Chartered Retirement Planning Consultant) and is a Registered Investment Advisor Representative.less