“An investment in knowledge pays the best interest.” – Benjamin Franklin
Michael joined the Gateway Financial team in March of 2017 as a Case Design and Policy Administrator. At the time, his primary responsibilities were to assist the team in selecting competitive and suitable life insurance products for Gateway’s UHNW clients, perform policy audits, and supervise and process future servicing events for the duration of the policy.
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.
Michael specializes in navigating the life insurance marketplace to evaluate current product offerings and identify solutions best suited to meet each client’s unique situation. In this role, he identifies client objectives, determines an appropriate strategy, educates the client and collaborates with their advisor team, and coordinates and executes a life insurance portfolio for their specific funding needs. Post‐planning, he meets regularly with clients and advisors to review planning and portfolio performance.
Education and Affiliations:
- Hood College, Bachelor of Arts in Economics with a concentration in Political Economics and a minor in Mathematics
- 4-year member and Captain of the Men’s Swim Team.
- Member of The Pittsburgh Foundation’s Young Professional Advisory Committee
- Member of the National Eagle Scout Association
- Member of The Pittsburgh Annual Scouting Golf Classic Planning Committee
- Eagle Scout Mentor for the Laurel Highlands Council
Michael resides in Monroeville, PA with his wife, Aubrey and their Cockapoo, Piper. He enjoys golfing, reading, traveling, and spending time with friends and family. Michael also likes to cook, try new wines, and exercise. In his spare time, he mentors local boy scout troops as the younger scouts work towards achieving the rank of Eagle Scout (as he once did) and teaches children and adults how to swim. Fun Fact: Michael still holds several swimming records he broke in college.