Michael is your main point of contact, focusing on your entire financial picture and responsible for having the most complete understanding of your overall objectives and needs. If you have questions, your Relationship Manager will either have the answers or know where to find them, working closely with other members of your client services team.
Michael joined the Wealth Planning and Advisory group in January 2019 as a Wealth Management Officer. Prior to joining Monroe Bank & Trust, Michael worked for a regional Wealth Management Group in Madison, WI. With over 20 years of Wealth Management experience, he specializes in wealth management for high net worth individuals including work with academic professionals. Michael has a degree in Business Administration and Finance from the University of Wisconsin – Platteville and graduated from the American Bankers Association Trust School.
Michael enjoys traveling, hiking, reading books and spending time with family and friends.