Lebanon, NH • 1-800-472-1844 • info@wealthconservatory.com
Before becoming a financial planner, Michael worked as an accountant for almost six years. It was during this time that he saw first-hand how seemingly “small” financial decisions can have an enormous impact on whether someone reaches their long-term financial goals. He came to realize that people don’t deliberately sabotage their goals with poor financial choices; they simply lack the right information, tools, and guidance to make better decisions.
Seeing a tremendous need for unbiased financial guidance, Michael earned the prestigious Certified Financial Planner® practitioner designation and began delivering such advice in his own Fee-Only financial planning firm. He enjoys providing advice that focuses on the “big picture,” makes a real difference in peoples’ lives, and gives direction and meaning to their day-to-day financial choices.
Michael has been a resident of Springfield, Missouri since childhood. He lives in a restored 1913 bungalow home in the city’s historic district with his wife, Gayle, and daughter, Linnea.
Senior Advisor at The Wealth Conservatory, May 2009 – Present; Founder of and Personal Financial Advisor at Financial Planning Advocates, December 2003 – April 2009; Senior Accountant at Elliott, Robinson & Company, LLP – January 1998 – September 2003of quotes.)
Certified Financial Planner™ practitioner 2004; Certified Public Accountant, 2000; Bachelor of Science, Accounting, 1998, Missouri State University
National Association of Personal Financial Advisors; the Garrett Planning Network (GPN); Financial Planning Association; American Institute of Certified Public Accountants; Missouri Society of Certified Public Accountants; Greene County Estate Planning Council
Michael acts on his passion for preserving local architectural landmarks by serving as a member of the Downtown Springfield Association and as a member of the City of Springfield Landmarks Board.
29 School Street
Lebanon, NH 03766
18097 Harvest Court
Plymouth, CA 95669
2300 First St, Ste 336,
Livermore, CA 94550
The Wealth Conservatory is an investment advisory firm whose principal place of business is in New Hampshire. We may only conduct business in states in which we are registered or qualify for an exemption from registration requirements. Please realize that this website is provided for informational purposes only, and should not be construed as a solicitation to buy or sell a security or the delivery of personalized investment advice.
