Client Service Specialist
“We are what we repeatedly do. Excellence, then, is not an act, but a habit” - Aristotle
As a Client Service Specialist, Michael prides himself on providing clients with efficient and meticulous service. Michael’s goal is to create the best experience for our clients, no matter what it takes. Anything from opening new accounts, existing accounts administration, or answering clients’ questions, Michael is here to help you.
Michael joined LFA Private Wealth Management in the Spring of 2020. Before joining our team, Michael worked in the insurance industry for over two years. He brings sales and service experience and is excited to apply his skills in the financial industry. In addition, Michael holds a California state Insurance License.
Michael was born and raised in Marin County and graduated from Arizona State University in 2017 with a B.S. in Finance. In his spare time, Michael enjoys watching and playing sports and experiencing all the sights and sounds Marin County and the Bay Area have to offer.
I am the only LFA’er who has been to the Men’s College Basketball Final Four and NBA Finals, all in the same year (2017).