With more than 25 years of experience, Michael helps clients navigate every stage of their financial journey—from building wealth to preserving it for future generations.
A CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor℠, Michael believes that every client deserves a plan as individual as they are. His approach blends analytical precision with an understanding of how emotions and behavior influence financial decisions—a perspective informed by his deep academic background. Michael holds a Master of Science in Personal Financial Planning from the College for Financial Planning, an MBA in Finance from the University of Dallas, and a BA in Economics from Lamar University. Clients appreciate his clarity, candor, and commitment to their long-term security.
Outside of work, Michael enjoys traveling and spending time with his family.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
