Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Michael is a Principal in the Fort Worth office. His responsibilities include the day-to-day operations of the investment arm of the firm, running the quarterly billing process and the day-to-day trading as well as any overall rebalancing of client portfolios.
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.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.