About Michael
As Managing Partner, Michael's philosophy of knowledge through education steadily guides his clients financial goals. With over 20 years in the financial services, pension, and insurance industries, Michael feels strongly that consistency, discipline and risk management provide greater rewards to every person regardless of their level of investment or type of financial goals.
Michael holds designations as a Certified Funds Specialist, Accredited Pension Representative, and a Certified Retirement Plans Specialists. As a third generation Rockfordian, Michael is committed to community service and regulary works with the Northern Illinois Community Foundation, Rockford Fire Department Pension, and River District Association.
Education
Bachelors
Licenses
Series 6
Series 63
Series 65
Investment Advisor Representative
Other Credentials
CRPS®
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
2002
Other Credentials
1
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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.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.