Focus: Insurance Strategies, Investment Strategies
Michael lives in Plymouth with his wife Maria and their 9-year-old son Connor. For fun Michael tries to play golf in the summer, loves going out west skiing with the family in the winter, and is a year-round critic of the Minnesota weather, yet it is a place he loves to call home. Michael graduated from University of Denver with a degree in Finance and Economics and has 15 years of industry experience. Michael specializes in financial planning, risk management, and investment strategies. Michael is the Investment Director and lead manager for Charterpoint Wealth Strategies. Prior to joining the firm, Michael spent the lion-share of his career working at a mutual fund company learning the intricacies of asset management by working side by side with some of the brightest minds in the asset management business at Columbia, a subsidiary of Ameriprise Financial. Michael has also worked as a consultant to large market 401k plans and as an institutional marketer to major banks, wire-houses, broker dealers, and registered investment advisors.
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2 Carlson Parkway North Suite 320
Plymouth, MN 55447