At EQ Wealth Management
EQ Advisors provide premier tailored wealth management solutions to executives, business owners, and affluent families. Our reputation for mastering complex compensation packages for public and private companies is exemplary. Our unwavering commitment to serving as a fiduciary, coupled with experience, knowledge, and insights, have made EQ advisors trusted resources for financial wisdom and empowerment.
Michael is passionate about helping clients realize their goals and dreams through their financial resources. He is an adventurer at heart and loves developing relationships with his clients. Michael particularly enjoys learning about the adventures and life stories of the families he serves. His passion is reflected in the care he puts into managing clients cash flows, investments, and retirement plans.
In addition to his advisory role, Michael also serves on our investment policy and financial planning committees.
Previous Roles or Ventures
Before joining EQ Wealth Management in 2024, Michael served as Vice President, Financial Consultant in the Private Client Group at Fidelity Investments in Seattle. In this role, Michael specialized in delivering comprehensive wealth management services tailored to the needs of High-Net-Worth families. Michael was responsible for the investment and financial planning of a select group of clients representing approximately $1 billion of assets under advisement.
Outside the Office
Outside of the office, Michael loves to find peace and adventure in the mountains of the Pacific Northwest. He can often be found overcoming the technical challenges of rock climbing or enjoying the grace of carving fresh tracks in the backcountry. Michael considers himself fortunate to be helping his clients build, manage, and distribute their wealth. While his career may contrast with his affinity for rock climbing, he sees correlations in assessment and problem-solving as he seeks to accomplish goals with a clear path and optimal efficiency.
