As a Client Service Associate, Michael handles multiple tasks that allow clients to have a seamless and effortless experience with Research Financial Strategies. In his primary roles, Michael manages our database, our performance reporting and numerous technological operations that support the daily activities of Research Financial Strategies. simplifies and executes many of the day-to-day financial tasks for clients. He delivers exceptional client service with all account requests.
Michael graduated from Hood College with a bachelor’s degree in Business Administration and a minor in Economics. Prior to joining Research Financial Strategies, Michael was a golf caddy at Woodmont Country Club, providing playing assistance and advice to local members. He grew up in North Potomac, Maryland. In his free time, he enjoys playing golf, listening to music and participating in NASCAR racing experiences.