Every client who has met with Michael or spoken with him over the phone is familiar with his friendliness and the excellent client service he brings to our team. His ability to connect and be a truly helpful presence on the other side of the phone has drawn the praise of many of our clients.
Michael relocated to Indianapolis to join Circle Financial Planning in May of 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, as well as 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 was at 3 Rivers Credit Union, working in client service and risk management. Michael also holds licensure with the Indiana Department of Insurance and is continuing in his pursuit of additional industry credentials.
With a strong desire to be involved in the Financial Planning industry, Michael possesses an equally strong desire to help people with their finances. To this end he was recently promoted to Relationship Manager, where he expands his team role toward helping clients with account management and supporting our Wealth Coaches and clients.