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Michael works closely with senior management to expand BlueSky’s ever growing footprint to satisfy the needs of clients looking for a fee-only approach. His daily responsibilities include working with the BlueSky team to provide personalized advice to clients regarding their financial planning and investment needs.
Born and raised in North Carolina, Michael started his investment career as a financial consultant with Merrill Lynch in 1990. He opened a successful independent office in 2002 and ran that until joining BlueSky in 2017.
Michael graduated from the University of North Carolina at Chapel Hill in 1987 with a B.S. in Economics. He was lucky enough to have played basketball there under the leadership of the legendary Coach Dean E. Smith and he applies the lessons he learned still to this day.
Michael has lived in New Bern since 1996 with his wife and two children.
Q & A
What do you enjoy most about BlueSky?
I love being able to really make a difference in people’s lives. I have spent my entire life being associated with teams and BlueSky gives me that opportunity in a business setting.
What does "improving the quality of clients’ lives" mean to you?
The planning we do enables clients to see where they are and what they need to do to achieve their lifelong goals. Being able to reduce someone’s anxiety about their future is something I don’t take lightly.
What keeps you busy when you are not working?
Mainly chasing my son and daughter around. Both love playing sports. They both play on travel teams as well as their high school teams and that keeps me going seemingly all of the time. My wife and kids love to spend time at the beach which gives me time to sneak away and play golf.