About
Michael
With more than 30 years of experience in the financial services industry, Michael works with people to manage their investment portfolios and help them achieve their financial goals. Michael holds to the philosophy that for clients in or near retirement, the damage caused by large periodic declines in the financial markets is one of the greatest risks. By incorporating a tactical investment approach where appropriate, he strives to increase the probability of more consistent returns, while providing the peace of mind that comes from knowing that investments are regularly reviewed and adjusted for changing market conditions. He joined Focus Partners Wealth in 2026.
Michael is the author of “Built to Last,” a comprehensive historical study of sustainable withdrawal rates from investment accounts that was published in Financial Planning magazine in 1998.
Education and Professional Milestones
-Utah State University – bachelor’s degree in corporate finance with a minor in accounting
With more than 30 years of experience in the financial services industry, Michael works with people to manage their investment portfolios and help them achieve their financial goals. Michael holds to the philosophy that for clients in or near retirement, the damage caused by large periodic declines in the financial markets is one of the greatest risks. By incorporating a tactical investment approach where appropriate, he strives to increase the probability of more consistent returns, while providing the peace of mind that comes from knowing that investments are regularly reviewed and adjusted for changing market conditions. He joined Focus Partners Wealth in 2026.
Michael is the author of “Built to Last,” a comprehensive historical study of sustainable withdrawal rates from investment accounts that was published in Financial Planning magazine in 1998.
Education and Professional Milestones
-Utah State University – bachelor’s degree in corporate finance with a minor in accounting