Michael has been advising his clients for over a decade, helping hundreds of individuals and businesses cut their tax burdens and manage their wealth in a way that is appropriate for each client’s specific goals and concerns. Using a system for managing the distribution of retirement assets, he helps retirees and those close to retirement with strategies for lifetime income, protecting their principal investments, improving returns, and keeping their taxes as low as possible. Michael's allegiance is always to his clients. Many of his clients have been with the firm for over 30 years, starting when the firm was founded in 1966 by Michael’s father, Travis.
Areas of Expertise
- Tax Planning
- Investment Management
- Insurance Planning
- Estate Planning
- 401K Implementation & Management
- Retirement Planning
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Divorce Financial Analyst (CDFA)
- Bachelor of Science in Economics, UNC Chapel Hill
- Accounting from UNC Greensboro
Outside The Office
Michael and his wife, Lois, live in Hickory, NC with their three children: Emily, Katie, and Michael.
4505 Country Club Road, Suite 210,Winston-Salem, NC 27104
Fax: 336-464-9977 or 866-478-3811
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.