Michael grew up in Frederick, Maryland, and earned a bachelor’s degree in Business Administration from Frostburg State University. With over 20 years of experience in the financial industry—including roles at Wells Fargo, Citibank, and the National Electrical Benefit Fund—Michael brings a deep understanding of both client service and investment operations.
At Turning Point, he supports the advisory team by assisting clients with a wide range of investment and financial planning needs, ensuring a seamless and personalized experience throughout the planning process.