Michael joined HB Wealth in January 2025 after working with WMS Partners. In his role, he works with client service teams in money movement, account management, and meeting preparations.
Prior to joining HB, Michael was a Client Service Associate with Edelman Financial Engines for seven years. Prior to that, he was a retirement plan coordinator with T. Rowe Price.
Michael has a Bachelor of Science degree in History from Towson University.
In his free time, Michael enjoys spending time with his wife and three children and coaches an 11U travel baseball team.