Michael Bird, Cfp®, Chfc, Mba Email & Phone Number

Tricities, Tn

Wealth management is not a sales pitch with an application, but rather a comprehensive look at your financial life and then organizing your assets towards your goal, or goals. We strive for life-long relationships and to see you succeed. We spend a lot of time upfront getting a clear picture of your financial assets and what you want to do. After organizing and optimizing, we sit down with you as often as you want to and compare what we said at the beginning with where you are now and make adjustments as necessary. It's not just a performance review, but a real-life destination review to make sure you are on target for your goals. And at any time we can revise the plan, because that's what happens in life; things change and we adjust. As a totally independent advisor, I offer what solves your problems and have no restrictions whatsoever in the marketplace. As part of Secure Money Masters you can be assured that you get the power of a team, and the benefits of a relationship.Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way. Cincinnati, Ohio 45242, 513-794-6794Investment advisory services offered through O.N. Management Company

Kingsport, Tn

GAAM Wealth Advisors provides clients help with retirement income distributions and specializes in alternative investing strategies. GWA employs financial advisors on a salary-only business model.

Provided comprehensive financial planning to existing clients of Tennessee professional societies (Dental, Medical and Legal) and sold individual and group insurance products. Managed retirement accounts for clients and installed new retirement plans for small companies. Increased revenues for investments by 200% and led company for overall revenues from insurance and investments. Won multiple sales bonuses in insurance and investment revenues.

Financial Advisor for individuals, families and small companies. I worked mainly with families with retirement goals and wealth management issues. I began implementing small company retirement plans for companies in the region.

Managed Quality Control Department and implemented QS 9000 Standards for company-wide control of operations. Reduced on-going quality defects and instituted procedures to identify problems before shipment.

Senatobia, Mississippi

Directed all fundraising and investment activities at NWCC and taught classes in Manufacturing technologies, along with Engineering technologies and drafting. Initiated activities to bring in new funds and created new scholarships for deserving students while carrying a full course-load of teaching and as an MBA student at University of Memphis graduate program.

Covington, Tn

Managed all technical departments including Quality Control, Maintenance and Manufacturing Engineering. Achieved significant improvements in productivity and quality. Kirsch Corporation purchased the plant and reorganized all departments and management.

Education record

Mba

Activities and Societies: Beta Gamma Sigma Honor Society

Bs, Industrial Engineering

Activities and Societies: Research Assistant, Industrial Engineering

Education record