Michael has over two decades of experience in the financial and insurance industry, specializing in tax-free wealth creation, lifetime income strategies, strategic business structures, retirement and legacy planning. A passionate advocate for protecting his clients' hard-earned assets, Michael is committed to helping individuals and business owners build wealth safely and securely—without unnecessary exposure to market risk or overpayment in taxes.
As a former educator, Michael takes a teaching-based approach with his clients, guiding them through complex financial strategies with clarity and confidence. His mission is to build long-term relationships by helping clients create reliable, tax-efficient income streams that last throughout retirement, while also ensuring a smooth and potentially tax-free transfer of wealth to future generations. Susan Wolrab - Whether it’s for your personal wealth or business assets, protecting what you’ve built requires the right knowledge, resources, and careful strategic planning. Regardless of if you're growing your family legacy, preparing for retirement, transitioning or selling your business, the right structure matters.