Michael has over 39 years of experience in the financial services industry. He also has extensive expertise helping clients with investment and retirement distribution decisions. Michael's primary goal is always to make sure that clients dont outlive their retirement income. As a CLU and ChFC, he works with many business owners in the areas of succession and estate planning. Michael also teaches retirement planning classes at Colorado State University, the University of Northern Colorado, the University of Nevada- Reno, and Truckee Meadows Community College - Reno, Nevada. Michael also is involved with with the Civil Air Patrol and Honor Flight of Northern Colorado.
Michael has over 39 years of experience in the Financial Services Industry, working in both the wholesale & retail arenas and his primary goal when working with our clients is to protect their income during retirement years, and help them with sound advice on Estate and Succession Planning.
Michael formerly served as Chairman of the Larimer County Republican Party. He received his degree from the University of St. Louis in 1976 majoring in Political Science. Michael is also involved in several noteworthy charities such as being a Colorado Wing Director of Public Affairs, civil air patrol for The Official Auxiliary of the United States Air Force, and volunteered for Disaster and Humanitarian Relief.
Michael plans on spending the immediate future doing what he is most passionate about: providing quality service for his clients and staying on top of all the current trends in his industry, as well as spending time with family and friends!