Introduction
Michael relocated to Indianapolis to join Circle Financial Planning in May 2021. A native of northeast Indiana, he currently resides on the north side of Indianapolis with his fiancé, Ashlyn. Michael enjoys a variety of outdoor activities and keeping up with the Indianapolis Colts!
Michael graduated from Ball State University with a bachelor’s degree in Finance and a minor in Financial Planning. Before joining Circle, he worked at 3 Rivers Credit Union in client service and risk management. Michael also holds licensure with the Indiana Department of Insurance and is continuing to pursue additional industry credentials.
Michael strongly desires to be involved in the Financial Planning industry and equally strongly desires to help people with their finances. To this end, he was recently promoted to Associate Wealth Coach, where he expanded his team role toward helping clients with account management and supporting our Wealth Coaches and clients.
Money Concepts International Inc.
All securities through Money Concepts Capital Corp., Member FINRA / SIPC
Circle Financial Planning, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.
11440 North Jog Road, Palm Beach Gardens, FL 33418 | (561) 472-2000 | www.moneyconcepts.com