As President of Wealth Products Group, Michael provides in-depth financial planning and advisory services to entrepreneurs, executives, professionals and private investors. He works closely with the rest of the Enterprise team to provide each client with effective, consistent and well-orchestrated wealth management services. Michael is responsible for Enterprise’s retirement plan services.
Prior to joining Enterprise in 2005, Michael was a Financial Advisor running his own private practice which he founded in 1984. In 2004, Michael sold his business and brought his client relationships with him when he joined Enterprise Bank & Trust.
He holds a B.S. in Business with a concentration in Insurance from Arizona State University in Tempe. He is a Registered Insurance Representative and a Certified Financial Planner.
Michael is a Board Member of the International Association of Financial Planners, a member of the Walnut Street Securities Technology Committee and Conference Planning Committee.
Meet Our Team
Not in ? Click here.