Michael is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter®, and has FINRA Series 7, 24, 53, 63 and 65 registrations, held by LPL Financial, as well as life, accident and health insurance licenses.
Michael’s primary mission is to provide sound financial advice/strategies to his clients, helping them work toward financial security through the creation, growth, and transfer of wealth. He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to Genesis Wealth Management, Michael served as a Senior Wealth Manager with USAA, a Fortune 100 company. During Michael’s nearly 20 years at USAA, he served as the trusted financial advisor to high net-worth members and USAA’s senior executive management.
Michael holds a Bachelor of Business Administration with a concentration in finance from the University of Texas at San Antonio. He also holds a Master of Business Administration with a concentration in finance from St. Mary's University.
During his personal time, he enjoys spending time with his wife, Kristie, and their two sons. As a family they enjoy swimming, watching sports, and going to the beach.