Focus:
Michael works diligently to support clients in pursuing their financial goals. His expertise includes retirement plan development using industry leading software, onboarding new clients using a developed process, and a desire to learn and understand the needs of the people Wilson Peak Wealth Management has the pleasure of serving. Earning the designation of CERTIFIED FINANCIAL PLANNER® in 2025 further adds to his knowledge of comprehensive wealth planning, which is a complex and dynamic process that is individually tailored for each person. Michael takes great pride in the service he provides clients and looks forward to the opportunity to work with you.
Background:
Michael is originally from Suffern, New York where he earned the rank of Eagle Scout while serving his community. Michael’s primary focus, both professionally and personally, has always been serving others. Michael earned his undergraduate degree at the State University of New York at Oneonta and holds his Series 7 and Series 63 registrations held with LPL Financial. Michael earned the CERTIFIED FINANCIAL PLANNER® certification in 2025. In his spare time, Michael volunteers for Scouting America and the Benevolent and Protective Order of the Elks and enjoys outdoor activities such as hiking and kayaking with family and friends.
Certificates
CFP®