Michael has more than two decades of experience in the financial services industry, with 14 years spent helping school employees at SchoolsFirst FCU. He is proud to be a trusted source of information on a topic as important as our Members' financial future.
"Members are happy to hear that I'll be their primary point of contact if they ever have any questions about their retirement plan," he explains. "Their retirement is very important to me, and they know that I'm always available to them if they have any questions or need experienced advice. Building these relationships and providing exceptional Member service is one of the big differences you'll get with the Credit Union."
Michael is a fully registered and licensed investment and retirement planning professional and is FINRA registered to sell securities. He is working toward a bachelor's degree in Organizational Leadership from Brandman University.
In his spare time, Michael enjoys family time and vacations, as well as participating in church ministries with his wife.
To make an appointment with Michael, call 800.462.8328, Ext. 4116, Option 1.
Retirement planning advisors and services provided as a benefit to SchoolsFirst FCU Members by SchoolsFirst Plan Administration, LLC, a wholly-owned affiliate of SchoolsFirst FCU. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
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