Role
As one of three senior partners at Cambium, Michael is responsible for authoring financial strategies with clients and prospective clients alike, incorporating Cambium’s vision of abundance into the education of peers and clientele.

Unique Ability
Michael has the formative ability of taking complex financial strategies and transforming them into easy-to-understand coaching for Cambium’s clients. He is also highly influential in enrolling new clients in the conversation of wealth abundance.

Background/Experience
Began work in financial services industry in 1998 supporting families and business owners, including accountants from KPMG and CFOs from top mutual funds.
Trains and mentors Cambium associates.
Has spoken at many financial service industry events.

Licensing
Insurance licensed in California (No. 0E57168), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Tennessee and Texas.

Education
Bachelor of Science degree - Hofstra University (NY)
Accredited over 5000 hours of study on economics and the movement of money
Holds Life, Health, Accident and Variable Annuity licenses
Series 6 licensed
Series 66 licensed
Series 7 licensed
Certified graduate of Business Professionals’ Course

Kolbe Index
3 4 8 4 Innovator – Michael is driven to help clients find unique and personalized ways to cut through the financial clutter and realize their future wealth potential.