As the CEO of Elite Wealth Group, as well as an Elite Wealth Advisor, Michael brings over 22 years of experience in the Financial Services industry including regional and national institutions. Michael is an entrepreneur at heart. His background and experience in Mortgage, Real Estate Investment and Sales and Private Banking allows him to provide comprehensive Financial Planning and Wealth management services for business owners, families and individuals that have complex financial planning needs.
Michael, his wife of 20 years, Erin and 3 boys Gavin (17), Marcus (15), and Cameron (13) are proud residents of San Clemente. Michael graduated from the University of Wisconsin (Badgers) in 2000 with a BS degree in Finance and was also a member of the men’s Basketball team. He still enjoys competitive basketball leagues locally but has become a volleyball fan as well as all 3 of his boys play competitive club volleyball. If he is not on the court or in the gym, Michael is doing what he loves most- Golf! Michael is a member of Mission Viejo Country Club and at a 3 handicap, loves competitive golf. If there is free time from work or family, that is where you will find him.
Michael deeply cares for every client he has. He makes himself accessible so that even in the most challenging times, you always have someone to call and to give you guidance. There is great satisfaction helping people create financial freedom through our in-depth planning process. I will always listen and ask the questions that help you clarify what is most important to you.
“My goal is to partner with you to help you aspire your dreams using money as a tool to live your best, most fulfilling life of meaning and purpose”.
