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.



  • Degree in Applied Mathematics from the University of Texas at Dallas

Connect with Michael

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues