Michael’s career in financial services began in the early 80’s and spans virtually all components of investing and financial planning. He graduated, cum laude, from the University of Massachusetts where he earned a Bachelor of Science degree in Business Management.
After successful tenures as a real estate agent and personal financial planner, Michael helped build and personally manage the alternative investment program of a four branch Federal Credit Union. He was the first registered representative placed in a Massachusetts Federally Insured Credit Union and immediately became the top national producer for that broker dealer program.
Michael also had multiple tenures as a regional, national and executive sales manager in the healthcare and consumer packaged goods segments before establishing the first commercial leasing partnership with a regional credit union league.
Michael met Lynette Robbins and Ted Leutz as an affiliate broker of a large independent commercial lines insurance agency. He immediately saw the power and value of the strategies they were bringing to clients. The Knowles System’s focus on education and credibility in their dealings were a natural fit.