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Michael joined Vintage in 2019 as a financial planner and became a senior financial planner in 2021. Michael is a member of the Vintage tax team and serves on the investment committee. Michael supports our clients by managing financial plan updates, portfolio rebalancing and tax planning. Michael’s passion is to connect with our clients by listening to their goals and long-term retirement dreams to help make them a reality.
Michael grew up in Casco, Michigan and graduated from Central Michigan University, where he was involved in several extracurricular activities, including serving as student board secretary for the Future Financial Advisors Association, outreach ambassador for Career Services and supporting the Financial Wellness Collaborative.
In Michael’s free time, he enjoys playing golf and skiing in the winter. He enjoys all types of music and doesn’t miss an opportunity to play Euchre. You’ll want him on your team if you play!
Education, Licenses, Certifications and Designations Held:
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Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
