Michael is a fiduciary financial advisor based in Arizona. Originally from Wickenburg, he works with individuals and families to develop long-term financial strategies focused on portfolio management, retirement planning, and ongoing financial plan reviews. Through regular progress check-ins and proactive communication, he helps clients keep their strategies aligned with evolving goals and life changes.
Michael earned his Bachelor of Arts in Business with a concentration in Financial Planning from Arizona State University in 2024. While at ASU he completed coursework and certifications in financial analysis, data analytics, and programming tools such as JavaScript, which support his analytical approach to financial planning.
Prior to joining Trajan, he worked as a financial advisor with Four Corners Financial Advisors, where he partnered with households to develop and review long-term financial plans. Earlier in his career, Michael held support and service roles with LPL Financial and Quantum- Vest, working alongside experienced advisory teams and assisting with client service and financial planning preparation. These early roles provided firsthand exposure to the planning process and reinforced his commitment to thoughtful, fiduciary-focused financial guidance.
Outside the office, Michael enjoys watching football and attending team roping and rodeo events across Arizona, staying closely connected to the community and traditions that shaped his upbringing.
Michael's Hometown
Wickenburg, AZ
Favorite Food
Steak
Favorite Sports Team
Team roping
Quote
“The impediment to action advances action. What stands in the way becomes the way.”~ Marcus Aurelius
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