Michael has been with the WCG Team since 2015. He began his career in the financial services industry over forty years ago, adapting with the times from focusing on insurance, then investments and wealth accumulation, to overall financial advisory. Throughout his long career, Michael finds purpose in solving the needs of his clients.
Michael works with individuals and families to plan for their current and future needs. Additionally, he has a great deal of experience assisting businesses with a variety of services including aiding in the selection of employee benefit programs such as group medical plans, retirement plans including 401(k) plans, as well as consulting on and building key executive programs, buy-sell arrangements, and succession plans. No matter who the client is, the approach for any need includes in depth careful analysis, recommendations, discussions, implementation, and periodic reviews.
Michael takes great pride in consulting on Medicare for his clients, whether advising newly eligible individuals about benefits and programs, or helping current beneficiaries to make any changes to their plans.
Michael is married to his wife Nancy. They have two children and eight grandchildren. He earned a Bachelor of Arts degree from the University of Vermont. These days Michael enjoys spending his free time gardening and staying active swimming and working out. He has also demonstrated a passion for supporting his community through various positions with organizations that include Reading Seed, Rotary Club of Tucson, the Muscular Dystrophy Association, and the Tucson Jewish Community Center.