Michael brings over 25 years of experience in financial services to Semmax. After earning his B.A. in economics from Wake Forest University, he gained valuable knowledge in private banking, lending and independent wealth management. He achieved his CERTIFIED FINANCIAL PLANNER™ designation while working at Vanguard in 2017.
As a financial advisor, he enjoys helping clients sort through the complexities of their unique situations and communicating their plans in a simple, easy-to-understand manner.
Michael and his wife, Anna, have been great friends since attending middle school in Concord, North Carolina. They now have a blended family and stay very busy raising three young men in Concord. Parker just graduated with his MBA from UNCC. Austin is finishing up his degree at East Carolina, and Barkley is loving middle school and sports at Cannon School.
Between attending school events and football/basketball games, Michael and Anna enjoy real estate investing, travel and cooking at home. They are active with their local church and the Boys & Girls Club and support various military and first responder charities.