Michael is an Investment Advisor Representative (IAR) of Oakwood Capital, Inc., a Registered Investment Advisors (RIA), and affiliated with Oakwood Capital Advisors, LLC which is a full fiduciary-oriented advisory firm. We follow a structured and personalized financial planning process to ensure we address all aspects of your financial life. Our process is designed to provide you with clarity, confidence, and a clear path to achieving your financial goals.

Oakwood Capital Advisors offers investment management services, estate planning, tax planning and retirement planning, where your goals and risk tolerance are the guiding principles upon which all our investment recommendations are based.

Michael has been a licensed financial advisor since 1986, having represented RBC Wealth Management, PaineWebber, Morgan Stanley, and Oakwood Capital Advisors, an independent advisory and planning firm. He holds the Retirement Income Certified Professional (RICP) designation, confirming his specialized training to assist clients planning their future in retirement.

Michael has his residence and business location in Bermuda Dunes, CA, serving the Coachella Valley and nearby communities.