Professional

Micheal  joined Northwestern Mutual in 2007, following a successful career as Vice President of Planning for a major health insurer. Micheal chose Northwestern Mutual to better leverage his planning skills and to begin working on a more personal level with professionals, families, and business owners.

Since joining Northwestern Mutual, Micheal has tapped into his expertise to assist many of his clients prepare with confidence for their futures. In addition to his MBA, Micheal also holds the designations of Retirement Income Certified Planner and (RICP®) and Charted Financial Consultant (ChFC®) from the American College of Financial Services. Micheal’s commitment to advancing his knowledge in our industry means he and his team can provide the best advice and counsel to their clients. Micheal’s work in the key areas of financial planning provides clients with the knowledge they need to plan for every stage of their lives.

Education

Micheal received his Bachelor of Science degree from West Virginia University, graduating magna cum laude. Micheal also holds an MBA from Lebanon Valley College, graduating magna cum laude.

He holds the following investment licenses, which qualify him as a Wealth Management Advisor by Northwestern Mutual Wealth Management Company: Series 6, 7, 63, 65.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Micheal and his family support the ALS Association because we have seen first hand the challenges this insurable disease can cause.

The ALS Association leads the way in global research and helps 20,000 Americans living with ALS. Your gift today will help find a cure for ALS, while providing care and support to families right here in your community.

Here are my areas of expertise

Financial Planning

Advisory Services

Retirement Planning & Income Strategies

Planning for Special Needs

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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