Director of Operations
Michael has 8 years of experience in the Financial Services industry. He oversees the management of office and business technology operations, and provides support in the development and implementation of financial plans, wealth management, and legacy planning for the firm. He is also responsible for insurance operations and various levels of investment analysis and service. Michael is a Registered Representative of ValMark Securities, a member of Financial Industry Regulatory Authority (“FINRA”) and holds a Series 7 & 66 license as well as Life, Health, and Variable insurance licenses. Michael began his professional career in 2005 amassing a wealth of experience with positions held at Ferris, Baker Watts, Inc., New York Life Insurance Company, and Wachovia Securities. In 2009 he joined Sterling Financial Partners as the Operations Manager and became the Director of Operations in 2011. Michael resides in Bristow, VA with his wife, Tamara, and son, Logan.