Michael concentrates on financial planning with a heavy emphasis on wealth accumulation strategies. He is the investment research specialist within the team helping position portfolios for a client’s specific objectives. Michael is a CFP® practitioner and Registered Representative with Principal Securities. More specifically he is licensed in Life, Health, and Variable Annuities and has FINRA series 7, 63 and 65 licenses. He attended the University of Iowa where he received a B.A. in Economics and chose the financial services industry because of his desire to make a difference in people’s financial well being.