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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
