Michael assists with developing financial plans for clients and their families. In this role, Michael helps the firm’s clients plan for their children’s future college expenses, creates customized loan payoff plans for clients and guides clients with recommending various debt management options. Michael also serves as the point of contact for onboarding new clients.
Before joining Aurum Wealth Management, Michael worked for over 10 years at various organizations in banking and health care within operations. He also created his own company in which he assisted families in affording student loans.
Areas of Expertise
Education and Certifications