Michael is a Financial Advisor at JCL Financial Group. He focuses on providing clear, thoughtful guidance to help clients feel confident in their financial lives. Michael joined JCL Financial Group in 2017. He works closely with Jim to serve clients, helping build financial plans, prepare for meetings, and guide more complex decisions. He also supports the firm’s day-to-day operations by managing investment research, monitoring portfolios, and maintaining performance reports. His approach blends technical knowledge with a steady, relationship-driven style that helps clients feel at ease. Michael earned his Bachelor’s degree in Finance from Pennsylvania State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7 and 66 registrations through Kestra Financial, along with Life and Health insurance licenses. He got his start in the industry through an internship at a local financial planning firm during college, where he saw how meaningful it can be to help people plan for the future. Michael lives in Langhorne, Pennsylvania with his wife, Audrey — his high school sweetheart — and their three kids: Delilah, and twins Mason and Savannah. He enjoys playing golf, both casually and in the occasional local event, spending time with his family, and following Philadelphia sports. |  |