CLIENT SERVICE ASSOCIATE
Michael joined HT|TC Wealth Partners in 2023 and serves as a Client Service Associate supporting our advisory and investment business. Prior to TC Wealth Partners, Michael’s passion for investments led him to an internship at EFG Advisors and eventually a full-time role as a Client Service Associate working closely with advisors in all aspects of investment management and financial planning. Every day he looks to find new ways to make the client experience a more enjoyable one and believes there is no better feeling than seeing a client excited and prepared for retirement.
Michael attended Illinois State University and graduated with a bachelor of science degree in finance. There, he participated in the university's educational investment fund, where he helped research, develop, and manage a multi-million dollar portfolio with other students. He recently passed the SIE (Securities Industry Essentials®) exam.