“Service Above Self”
Michael is a Financial Advisor with North Star’s Medical Division and works out of the St. Louis, MO and Austin, TX offices. He has a specialty practice working exclusively with physicians and their families. Michael understands the financial challenges that are unique to their chosen career, and helps provide strategies to overcome them while striving towards financial independence.
Michael is committed to serving others, while providing confidence and comfort in an ever-changing world. His values as a financial advisor coincide with North Star’s slogan, “Changing Lives, Forever”. It was this opportunity that inspired Michael to become a financial advisor. He believes that trust is the backbone of the financial industry, and in order to develop life-long relationships, trust must be established at the foundation. Michael concentrates on comprehensive financial services with areas of specialty including, but not limited to:
- Asset Protection Strategies*
- Physician Specific Disability Insurance
- Debt Management Strategies (Student Loans, Personal Loans, Credit Cards)
- Life Insurance Strategies
- Wealth Management
- Retirement Funding (Solo 401(k), SEP, 401(k), 403(b), Roth IRA)
- Tax Deferred Strategies*
- College Funding Options
- Exit Strategies*
Since the beginning of his financial career, Michael has partnered with financial advisors Shaun McDuffee and Marcus Stone. Together they host educational seminars to practicing physicians and teaching hospitals throughout the St. Louis region; primarily Washington University and St. Louis University.
Michael is a graduate of the University of Texas at Austin with a degree in Economics and Business. He is a member of the Clayton/Ladue Rotary Club, and enjoys to travel, attend live music concerts, and spend time with his family and friends. He is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1523048 / 06-2016
Michael’s Support Team
Title: Administrative Assistant
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
St. Louis4240 Duncan Ave
St. Louis, MO 63110
Austin300 Beardsley Lane, Suite A104
Austin, TX 78746