Michael joined IAA’s business development team in October 2014. His primary responsibility is to facilitate IAA’s growth by identifying qualified advisors and wealth management teams who can benefit from the turnkey infrastructure already in place at IAA. Michael strives to create awareness and act as a consultant to advisors who are already independent looking to enhance profitability and service as well as those advisors who are looking to successfully transition into private practice. Typically, an advisor’s first point of contact to the firm, Michael also partners with IAA’s existing advisors who want to recruit and grow their brand.
Michael has been in the financial services industry for the past 14 years as Regional Marketing Director for The Hartford, Vice President for Genworth Financial and Regional Director for LPL Financial.
Michael graduated from Malvern Preparatory School in Pennsylvania in 1998 and earned a bachelor’s degree in economics from Rollins College in 2002. He is active in his community and is currently involved with Charlotte Christian, the YMCA, The Men’s Shelter and his church, St. Gabriel’s. In his spare time, he enjoys traveling, cooking, working out and spending time with his family.
Originally from Glen Mills, PA, Michael now resides in Charlotte with his wife and their four children.