“You can’t always control circumstances. However, you can always control your attitude, approach, and response. Your options are to complain or to look ahead and figure out how to make the situation better.” TONY DUNGY
Michael moved to the Lake Geneva area after living in South Carolina and Pennsylvania over the last few years. He enjoys living near Lake Geneva as his family has vacationed in the area throughout his childhood.
Michael started his investment analysis career after obtaining a Master of Business from DePaul University. Michael joined FORM Wealth after working for a wealth management firm in South Carolina. Michael is currently pursuing his CFA designation.
When not analyzing investments, Michael enjoys biking, running, and lifting weights. He also likes to boat on Lake Geneva when time and the weather permits. He is an avid reader and continually seeks opportunities to learn.
Michael is passionate about solving complex problems. His goal is to ensure people are positioned in suitable investments based on their risk tolerance, time horizon, and income needs. Outside of studying for professional certifications, Michael furthers his investment insights by reading books by stock market mavens, reading Barron’s weekly papers, and analyzing current market trends.