Michael works with clients to develop personalized investment plans and comprehensive wealth planning solutions so they can pursue their financial goals. He is a financial advisor who is passionate about helping clients develop investment strategies focused on their individual needs.
Michael comes to the practice with several years of experience working at Fidelity Investments, where he held several roles and worked with a wide range of clients to assist them with various investment solutions. That experience has prepared him to assist clients in overall client service, financial planning tools, portfolio review and design, and a variety of client needs
He believes in taking a team approach and works closely with his father, Dave, and their Senior Client Relationship Manager, Debra Nicholas.
Education & Credentials
- Bachelor of Business Administration in Finance, Stephen F. Austin State University
- FINRA Series 7, 63, and 66 securities registrations
- Insurance and variable contracts license
- Financial Advisor, Wells Fargo Advisors
Outside the Office
Outside of the office, Michael enjoys being an active member of the Longview Chamber of Commerce. He also enjoys playing golf and spending time with his friends, family, and daughter, Evelyn.
