Kansas City, MO
7417 Mexico Road Suite 104
St. Peters, MO 63376
Michael partners with his clients through all stages of their financial lives, coming alongside them as their most trusted partner. He provides the experience, advice and personal touch that helps them pursue their life goals. Often times, clients refer to him as their family CFO, as they value the strategic approach he brings to the financial challenges and opportunities of life.
Michael has been focusing on the investment and planning needs of families, executives and small businesses since 2005. Prior to that, he worked as a health care executive, mostly in the Kansas City area. Michael began serving private clients at UBS Financial Services, transitioned to Raymond James & Associates, Inc. in November 2007 and ultimately accomplished his goal of opening an independent financial practice in 2014, affiliated through Cornerstone Wealth Management and LPL Financial. Being independent aligns with Michael’s core values; that objective, fiduciary-based advice is essential to serving the planning and wealth management needs of his clients.
Michael graduated with a Masters in Business Administration and Masters in Health Administration degrees from the University of Missouri, Columbia. He has been married to his beautiful wife Leslie for over twenty incredible years. Leslie serves as a Nurse Practitioner, caring for families with their primary care needs. Together with their three children Nathan, Lucas and Katherine, they live in Kansas City, although Michael works and travels between Kansas City and St. Louis. Michael is originally from the Dallas area and Leslie was born and raised in Chesterfield. Michael is active as a board member in their church in Kansas City and enjoys spending time with his family hiking, camping or just hanging out.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.