Michael joined MTC in January of 2024 taking on the role of Wealth Management Consultant (WMC) covering the Mid-Atlantic & Southeast region. Michael is responsible for working with advisors to drive new business by leveraging our investment management & trust solutions as well as helping coach advisors through productive practice management.

Prior to joining MTC, Michael spent over a decade partnering with and coaching financial and trust advisors in the Wealth Management space working at Liberty One Investment Management, Absolute Capital, and Federated Investors.

He prides himself on being a true value add resource and going above and beyond expectations to help advisors grow and scale their advisory as well as trust and estate business.

Michael has been awarded numerous prestigious awards over the course of his career and has a BA in Business from Mercyhurst University, an MBA from Lake Erie College, and an executive certificate in Financial Planning from Duquesne University. He has also previously held his FINRA series 7 and 66 licenses.