Michael brings a wealth of corporate investment experience to play in managing our individual investment and retirement account portfolios and we are very pleased with the results. He takes the time to answer any questions and provide the information and analysis needed to make good decisions. From a technology perspective, Michael’s services are cutting edge — including the ability to view your complete financial picture anytime on your computer or mobile device. From a personal perspective, Michael is very involved in the community supporting local fundraising activities, serving on volunteer boards, and organizing unique and valuable seminars and events.