As a Senior Advisor and Investment Strategist, Michael works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. He also helps clients develop custom portfolio strategies to find the right balance between diversification and tax efficiencies. Michael is a core member of the firm’s Investment Committee. Both team members and clients leverage his experience working with executives to help maximize their employer compensation plans and develop comprehensive diversification strategies for concentrated stock positions. Michael takes a humble and objective approach to managing clients’ finances and comfort with market risk.
“Our job is to take accountability and direct responsibility for ensuring all areas of a client’s financial life are addressed in an optimal manner. We strive to act on our clients’ behalf in order to help them achieve and maintain financial independence.”
Michael has nearly 30 years of experience advising individuals, families and organizations. Prior to joining JNBA in 1997, he was an investment manager and trust administrator at Norwest Bank.
Michael graduated from the University of St. Thomas in St. Paul, Minnesota. He holds the Chartered Financial Consultant® (ChFC®), Chartered Advisor for Senior Living™ (CASL®), and Retirement Income Certified Professional® (RICP®) designations. He is a member of the Financial Planning Association of Minnesota and has been recognized multiple times as a Five Star Wealth Manager.
Over the years, Michael has been very active in coaching athletics for his two sons.