Michael S. Email & Phone Number

As a Merrill Financial Advisor, I bring a passion for the financial services industry and desire for helping families reach their financial priorities. I seek out clients from a diverse background to apply my experiences in constructing robust financial plans geared towards addressing their non-negotiable goals and navigating life's ups and downs. Having 5+ years in the industry I've been able to assist in implementing multi-faceted strategies that target tax efficiency, cashflow forecasting, portfolio management, & retirement funding. I recognize the need for reliable and sound advise when it comes to managing your families' wealth and planning for a better future. I pride myself on bringing personal knowledge of challenges that the everyday family is faced with throughout multiple stages of life and understand that change is inevitable as goals and external conditions may change for you and the people important to you. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.