Founder and CEO, Michael is fully committed to providing a superior customer experience and building long-term relationships with his clients and their families. Michael’s business plan is simple: clients’ goals come first. With over 34 years of investment planning experience, Michael’s unique approach to building wealth includes legacy planning. An often under-represented service, legacy planning helps ensure that your loved ones and, if you choose, your beloved community, are considered as you work through your planning process.
Michael has earned multiple professional designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF), and Chartered Advisor for Senior Living (CASL).
Dedicated to building financial confidence for his investors, Michael routinely achieves status in the Royal Alliance Associates Royal Court, has qualified for the Million Dollar Round Table and the prestigious Top of The Table. As a result of the team’s dedication to educating and supporting clients on the road to their financial goals, Client 1st Financial was recognized as a Signator National Practice of the Year, and Michael was named to Signator Investors Inc. Hall of Fame.
In 2012, Michael founded the Client 1st Foundation, benefitting nonprofit organizations within the Lehigh Valley and surrounding areas. He currently serves on the Board of New Bethany Ministries in Bethlehem, PA, is a member of the Kutztown Lions Club, is active with the Greater Lehigh Valley Chamber of Commerce, and Lehigh Valley Community Foundation. He recently received the Melvin Jones Fellowship Award from the Kutztown Lions, recognizing his dedication to the foundation's humanitarian goals.
A graduate of Pennsylvania State University, Michael spent a semester in foreign undergraduate studies at the University of Exeter in England. He is a lifetime member of the Penn State Alumni Association. Michael resides in Weisenberg Township and has a daughter who also attends Penn State University.