Michael is the Director of Participants Services at the OneDigital Retirement & Wealth Auburn Hills Office, he also services individual clients as a Wealth Management Adviser. He is responsible for delivering educational content to participants and comprehensive financial planning to pre-retirees and retirees.
Michael has 12 years of experience in delivering financial content, workshops, financial planning and asset management. He earned a Bachelor of Arts in Prelaw & Behavioral Science from Rochester University; he is a Certified Financial Planner Professional™. Michael also completed the financial planning program at Oakland University. Before working at OneDigital, Michael worked for a fortune 500 financial services company servicing clients' needs with financial planning and asset management. He is an avid student of all personal finance. On a weekly basis, he provides education on topics like Roth savings, pre-tax savings, social security, medicare, budgeting, investment allocations, and taxation, to name a few.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
Securities offered through Triad Advisors, LLC member FINRA/SIPC. One Digital is not affiliated with Triad Advisors, LLC.