President, AIF®, CLTC
Michael is the President of CIC Wealth. A believer in financial roadmaps, Michael has made it a personal mission to not only understand a client’s finances, but also his/her goals, dreams and lifestyle choices. Michael was formerly an advisor with Harvest Investment Consultants where he managed personal portfolios and retirement plans individually valued in excess of $35-million dollars.
An active speaker on all topics related to finance, Michael is often called upon to speak to Fortune 500 companies, independent investment and trade organizations throughout the Mid-Atlantic region. A resource to financial reporters, Michael’s theories are often quoted in local, regional and national publications.
Michael earned the professional designation of Accredited Investment Fiduciary® (AIF), awarded by the Center of Fiduciary Studies, Joseph M. Katz Graduate School, University of Pittsburgh. Michael also holds the Certified Fund Specialist (CFS) accreditation and the Certified Long Term Care (CLTC) designation. Currently Michael is working on earning his Chartered Financial Consultant (CHFC) designation. He holds FINRA Series 7, 66, 30 & 31 securities registrations. Michael is also a member of the Financial Planning Association and the Center of Fiduciary Studies.
On an athletic scholarship as a Division 1 tennis player, Michael earned his BS degree in Economics & Finance from Towson University. Michael received the distinct honor of Scholar Athlete and Most Valuable Player in his junior & senior years. Born and raised in the New York/New Jersey area, Michael has called Maryland home since 1990. He lives in Reisterstown, Maryland, with his wife and three children.