About
Michael
Michael focuses on understanding each client’s distinct needs and guiding them toward achieving their long-term goals and aspirations. His passion for helping others, combined with a thoughtful and personalized approach, allows him to build lasting relationships while providing comprehensive guidance across all aspects of his clients’ financial lives. He is deeply committed to delivering an exceptional client experience, so that every individual and family receives attentive, responsive, and high-quality service. In addition to serving his clients, Michael plays an active role in several key areas of the firm, including business initiatives, system and strategy implementation, and portfolio strategy development and execution.
Prior to joining Focus Partners Wealth, he spent the past 13 years at Kovitz, Transform Wealth, Carnick & Kubik, and Berstein Global Wealth Management. Each provided the foundation of knowledge and emphasis on service to develop meaningful client relationships while delivering tailored investment management and financial planning solutions for his clients.
A proud Colorado native, Michael lives in Highlands Ranch with his wife, Jodi, their daughter and son, Ryleigh and Cooper, and their dog, Peyton. An avid Colorado sports fan, he enjoys cheering on the Rockies, Broncos, and Colorado State Rams. When he’s not working with clients, Michael enjoys spending time with his family and playing golf.
Education and Professional Milestones
-Colorado State University – bachelor’s degree in business administration
Michael focuses on understanding each client’s distinct needs and guiding them toward achieving their long-term goals and aspirations. His passion for helping others, combined with a thoughtful and personalized approach, allows him to build lasting relationships while providing comprehensive guidance across all aspects of his clients’ financial lives. He is deeply committed to delivering an exceptional client experience, so that every individual and family receives attentive, responsive, and high-quality service. In addition to serving his clients, Michael plays an active role in several key areas of the firm, including business initiatives, system and strategy implementation, and portfolio strategy development and execution.
Prior to joining Focus Partners Wealth, he spent the past 13 years at Kovitz, Transform Wealth, Carnick & Kubik, and Berstein Global Wealth Management. Each provided the foundation of knowledge and emphasis on service to develop meaningful client relationships while delivering tailored investment management and financial planning solutions for his clients.
A proud Colorado native, Michael lives in Highlands Ranch with his wife, Jodi, their daughter and son, Ryleigh and Cooper, and their dog, Peyton. An avid Colorado sports fan, he enjoys cheering on the Rockies, Broncos, and Colorado State Rams. When he’s not working with clients, Michael enjoys spending time with his family and playing golf.
Education and Professional Milestones
-Colorado State University – bachelor’s degree in business administration