Since 1979, Michael has been assisting families with their financial and estate planning needs. In the early 1990's, he discovered an alarming lack of financial expertise available to mature Americans. Michael began to work exclusively with people age 55 and better, educating and assisting them with their particular needs in financial matters. He conducts educational workshops on a regular basis on topics such as tax savings, investment management, catastrophic illness, elder care planning, and asset protection. Named one of America's Best Financial Planners@ by the Consumers Research Council of America, Michael was selected for inclusion in their Guide to America's Best Financial Planners publication in 2006. He was admitted to the Paladin Registry (Top 7% of the profession) in 2007 and bestowed a “5-Star” rating.
While Michael's clients benefit from his expertise, so does the community. Michael serves on the Board of Directors of the Alzheimer's Alliance of Smith County and is a former Board Member of Meals on Wheels. He also serves on the Senior Resource Committee of the Tyler Area Chamber of Commerce. Additionally, he is a member of the National Association of Christian Financial Consultants, the National Ethics Bureau, the Financial Planning Association, the Society of Certified Senior Advisors, and the Better Business Bureau (Rated A+).
Michael makes his home in Tyler, Texas with his wife, Beverly, of 35 years. They have three successful daughters in their late 20's and one incredible 9 year old grandson. Michael and his family are active members of Green Acres Baptist Church.
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