Michael has over 18 years of experience in the financial services industry and serves as Director of Retirement Plan Consulting with the primary responsibility of helping our advisors provide industry-leading fiduciary consulting services.
Michael is passionate about improving retirement plan outcomes and supporting plan advisors and their end users, the participants. He has worn a practitioner’s hat, serving as a Investment Advisor Representative, in addition to an enterprise-level hat overseeing First National Bank of Omaha’s Retirement Plan Services Recordkeeping. Most recently, Michael built and oversaw Carson Group’s advisory retirement plan services. In addition, he has extensive wholesale, wealth management, portfolio construction, and operations experience.
Michael earned his Bachelor of Science degree in Business Administration with a minor in Management from Gardner-Webb University in Boiling Springs, NC. He currently holds the Series 7, 63 and 66 securities registrations and Certified Retirement Counselor (CRC) designation. Michael maintains an active involvement in the community serving on the Advancement Committee for Notre Dame Housing. In his free time, Michael enjoys Nebraska fly fishing, Colorado skiing, and turning a wrench on his two classic Mercedes.
Disclaimer: Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
Omaha, NE 14301 FNB Parkway
Omaha, NE 68154
14301 FNB Parkway