Specialties
About Me
As a founding member of Vertex Capital Advisors, LLC, Michael works to ensure his firm provides the ultimate service, financial education, and resources to his clients.
He is responsible for much of the innovation behind his team’s financial strategies and service-oriented approach and proudly addresses his clients’ values so he can better meet their unique financial objectives. Michael is consistently developing new ways to create personalized financial plans for his clients and truly enjoys working with people who want to prepare and plan for their financial future. Since entering the industry in 2009, Michael has achieved several designations which include becoming a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, earning a Certified Investment Management Advisor® (CIMA®) certification, and 2 specialized designations for retirement income planning. Michael has also achieved a graduate certificate in Financial Life Planning from Golden Gate University. A graduate of Presbyterian College, Michael has a bachelor’s degree in business management and is dedicated to the value of continued education. Michael has passed the Series 65 securities exam and holds insurance licenses in North Carolina, South Carolina and Florida. He is also a member of the Financial Planning Association, the National Association of Insurance Financial Advisors, and the Investments and Wealth Institute. Michael hosts a youtube channel called The Carolina Retirement Club, and he actively speaks in front of groups of people on various financial topics. Outside of his professional duties, Michael spends time with his wife, Elizabeth, and their beautiful children, Madeline and Harrison. He also holds a blackbelt in Brazilian Jiu-Jitsu and is a proud member of the First Baptist Church in Rock Hill, where he has helped start a financial ministry to help church members succeed in their finances.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, CIMA®, RICP®, RMA®, CEPA®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC.