Michael is a dedicated financial advisor at Trajan Wealth, committed to helping clients navigate the complexities of financial planning and wealth management. Before joining Trajan Wealth, he gained valuable experience at Morgan Stanley and Merrill Lynch, which equipped him to create personalized strategies that align with each client’s goals, whether they are planning for retirement, building an investment portfolio, or preparing for life’s significant milestones.
Michael prides himself on fostering long-term relationships built on trust, transparency, and a deep understanding of his clients’ needs. He is a proud graduate of Arizona State University, where he studied economics. This educational background laid the groundwork for a career focused on analytical thinking and problem-solving.
Michael enjoys spending time with family outside of work, playing pickleball, and golfing. He is also engaged to his beautiful fiancé Brooke; they share a golden doodle, Oliver. Originally from Doylestown, Pennsylvania, Michael holds a special fondness for Italian food and is an avid fan of the Philadelphia Eagles.
Michael 's Hometown
Doylestown, Pennsylvania
Favorite Food
Italian
Favorite Sports Team
Philadelphia Eagles
Quote
““Spend each day trying to be a little wiser than you were when you woke up. Discharge your duties faithfully and well. Step by step, you get ahead.””~ - Charlie Munger
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