Our team
Professional, courteous, and independent on your behalf.
We realize the foundation to building client trust is achieved in personalized service and responsiveness. We are ready to treat you the way "you" deserve to be treated.
Take the time to look over Michael's credentials to learn more about him. Michael is the financial advisor with the professional experience to help you accomplish your dreams, desires and financial goals.
A graduate of the University of Florida in 1995, holding his bachelors degree in business & finance. Michael has always worked as an indepedent financial advisor beginning his career with American Express Financial Advisors as well as GE Capital prior to the founding of NexStone Financial Solutions, Inc. in 1999.
He earned many industry credentials early on such as Certified Financial Planner Professional CFP® 1998, Certified Wealth Specialist CWS® 2008, NFL Players Association Registered Player Financial Advisor 2005, Chartered Advisor for Senior Living CASL 2005, Certified Senior Advisor CSA 2003, Chartered Financial Consultant ChFC 1997, Chartered Life Underwriter CLU 1997.
Michael has the experience and knowledge to help you accomplish your financial goals. Whether your needs are investment management, retirement income planning, senior living issues, estate plan needs or college savings, he is here to help you.
Please feel free to contact the office 704-799-2727 to schedule your meeting.
We look forward to meeting you too.
