INVESTMENT PHILOSPHY

We seek long-term portfolio growth on an absolute basis – utilizing proprietary methods of evaluation, and risk management techniques.

 

QUALIFICATIONS

Michael has been a leader in the financial services profession since 1984 and is Senior Vice President- Investments with Bailey Capital Management of Raymond James. Prior to joining Raymond James Michael served on several President and Chairman Councils with other Wall Street firms.  Michael graduated from Southern Methodist University in December 1983 with a Bachelor of Business Administration Degree. He holds series 3, 7, 63 and 65 securities licenses, as well as, life and health insurance licenses, also is a designated Wealth Management Specialist (WMS), and Certified Estate Planner (CEP®). 

Michael has been helping clients achieve their financial and investment goals for almost 30 years – primarily serving retired entrepreneurs and their families.

 

PERSONAL

Michael is a native and current resident of Dallas with his wife, Julie.  Michael and Julie work together in the North Dallas office of Raymond James.  They enjoy their four children: ages 10 to 29 – with one granddaughter.  Both are very involved at their children’s school and also volunteer for The American Cancer Society.  Michael is a retired marathoner – having completed five marathons and both enjoy golf.