Michael has been in the financial services industry for over 25 years. Prior to joining Cerity Partners, he was the Operations Manager for Karsten Advisors. Michael also spent 20 years with H.D. Vest Financial Services, serving in various roles in the Licensing, Compliance, Operations, Customer Service and Managed Products departments. While in the Managed Products department, he managed the quarterly billing and reports process for the 2,000 advisors around the country and spent his last 3 years working on the data conversions for the brokerage side of the Wells Fargo/Wachovia merger.
Michael attended University of Texas at Dallas where he majored in Applied Mathematics.