“An investment in knowledge pays the best interest.” – Benjamin Franklin

Michael joined the Gateway Financial team in March of 2017. As an Associate, Michael works closely with Gateway’s Principals to assess client portfolios and develop strategies to help achieve their wealth transfer and preservation goals. Post‐planning, he meets regularly with clients and advisors to review planning and portfolio performance.

Michael resides in Oakmont, PA with his wife, Aubrey. He enjoys golfing, reading, traveling, and spending time with friends and family. Fun Fact: Michael learned how to open a coconut with a rock while traveling through Costa Rica.

Education and Affiliations:

• Hood College:
  • B.A. in Economics, Concentration in Political Economics, Minor in Mathematics
    • 4-year member and Captain of the Men’s Swim Team.
• Corporate Finance Institute:
  • Capital Markets & Securities Analyst (CMSA®) Certification
  • Specialization Certificates in Environmental, Social, & Governance, and Commercial Real Estate Finance
• Bryant University, Executive Development Center:
  • Financial Planning Certificate
• CERTIFIED FINANCIAL PLANNER™ Professional
• FINRA Series 65 securities license
• Eagle Scout, Boy Scouts of America
• Accident & Health, Life & Fixed Annuities (PA & SC)
• National Eagle Scout Association, Pittsburgh Chapter, Treasurer
• Financial Planning Association, Member
• The Pittsburgh Foundation’s Young Professional Advisory Committee, Member
• USA Swimming, Swim Coach Certification

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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