About Michael
Senior Wealth Manager for Serve & Protect Financial Texas, DBA Financial Cop, a fidiuciary only financial planning firm 100% owned and operated by first responders. We provide financial and retirement planning, weath management and financial wellness training to first responders across the nation.
Licenses
Series 65
Life
Investment Advisor Representative
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2022
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.