Michael is a member of PCRG’s Financial Wellness Resource team in Scottsdale, Arizona. His team helps bridge the gap between employee needs for personal financial fulfillment and companies striving to succeed in an increasingly competitive and disruptive marketplace by delivering interactive workshops designed specifically for employees that tackle their specific financial concerns ranging from financial planning basics and employer-sponsored retirement plans to advanced estate planning and social security.
Dedicated to the highest ethical standards, Michael and his team of financial advisers provide clients with financial wellness planning for various aspects of life. They meet with clients personally to discuss and review their goals and objectives. They analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals.
Michael is able to provide continuing service by meeting with his clients regularly as time goes on, maintaining and building upon a strong relationship. He monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Michael, his team, and their clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances.
Michael holds his Arizona Life and Disability Insurance license.
In Michael’s spare time, he volunteers at Hope Women's Center in downtown Phoenix teaching families the basics of budgeting. He also enjoys hiking all of what Arizona has to offer and traveling with his wife and daughter.