Michael is a Financial Advisor and Director of Strategic Initiatives with Transform Wealth. He graduated from Colorado State University with a Bachelor of Science in Business Administration. Prior to joining Transform Wealth, Michael worked at Provident Funding as an Account Manager. Most recently he spent 3 years with Bernstein Global Wealth management as a Senior Associate in their Private Client Office located in Denver. While there he focused on developing client relationships, investment management, and financial planning tailored to each client’s needs and goals.
At Transform Wealth, Michael serves as a relationship manager focusing on his clients’ specific needs and advising on the optimal ways to achieve their dreams. It is his passion and care that allows him to foster lasting relationships while delivering guidance for individuals and families through all aspects of their financial life. As the Director of Strategic Initiatives, Michael focuses on multiple aspects of the firm including business initiatives, system and strategy deployments, portfolio strategy and implementation, and other facets of the firm. Michael also currently serves on the Investment Committee, primarily concentrating on portfolio construction and monitoring key investment themes.
As a Colorado Native, Michael enjoys all aspects of the outdoors including skiing and golf in his free time. He and his wife reside in Highlands Ranch, Colorado.