Michael Cole CFP*, CFS*INVESTMENT ADVISER REPRESENTATIVEMichael Cole serves as the investment specialist for Affluence Financial Group. He joined the financial services business in 2000 working as a financial advisor. He then made a transition to working for several large insurance companies in different roles. He transitioned into asset management in 2010 and has held senior investment consultant roles at Jackson National/Curian Capital, Brinker Capital and Clark Capital. Michael specializes in helping families and business owners build and maintain customized investment solutions aimed at preservation, generating income and growth. He is married to Dr. Genelle Sawyer who is a professor at the Citadel. Michael and his wife have two sons, Henry and Samuel. They enjoy family games, art projects, playing tennis, sailing and traveling.

Manage southeast territory responsible for all channels - recruit, support and grow Brinker Capital's presence in the region.

-Managed top territory of managed money sales for Curian surpassing $100m in annual depositsAchieved 135% of 2011 sales goals-Built relationships with advisors and managers in independent, affiliated/career and bank channels-Coordinated multiple group meetings to educate advisors on complicated portfolio management strategies-Hosted quarterly market updates for large groups of advisors

Managed southeastern territory of life sales for MetLife/New England Financial's 500 plus agents generating over $20m in annual recurring premium and $2.5 billion in placed coverageAchieved 107% of 2009 sales goals and won wholesaler of the year resulting in qualifying for MetLife's Chairman's trip to SwitzerlandDeveloped rapport with top producers and managers to help influence behavior and support company goalsCoordinated multiple group meetings to educate producers on current product portfolio and proper application with clientsConducted several joint client/agent meetings with clients to assist in the sales processPartnered with regional marketing support to implement coordinated marketing approaches

Wealth Management Consultant, Life Wholesaler, for Iowa and NebraskaIncreased territory production of life portfolio through training and supporting existing producersRecruited producers and reactivate dormant producers within national account relationshipsWinner of 2006 "Sell VUL" contest writing the largest number of applicationsManaged consistent flow of "in the mill" cases to ensure best close ratioPartnered with regional marketing support to implement coordinated marketing approachesWorked with management to ensure territory goals achieved are inline with company focus

Internal and External Wholesaler)Increased sales and established and maintained positive relationships with SFL field forceOrganized marketing campaign targeting high dollar producers - recruited 15 to 20 new agents per yearOversaw all case design for SFL field force and new recruitsDeveloped extensive marketing material, including interactive excel spreadsheets, a series of field ready PowerPoint presentations and detailed product brochuresImplemented a quarterly newsletter to communicate with SFL field force to enhance company relations