Hello, I’m Michael.
As the first point of contact for clients of Summit, I process investment business from inception to completion, acting as the bridge between clients and various investment custodians. Driven by empathy and a genuine desire to serve, I put myself in my clients' shoes to provide the highest level of service. The values that are most important to me are honesty, communication, and thoughtfulness.
I’m inspired by …
Envisioning the future I want for myself. This vision drives me to grow and strive for excellence, aligning my actions today with my long-term goals. It motivates me to overcome challenges and seize opportunities. Most people want a better life for themselves, and having two cats, I want a better life for them as well.
I recently achieved the goal of …
Going to the gym more and becoming more physically fit.
My Approach + Philosophy
My job is to put myself in the client's shoes and act as I would want an advising firm to act or correspond with me. By viewing each situation from the client's perspective, I strive to offer the highest level of service, empathy, and communication, ensuring that every interaction feels personal, respectful, and tailored to their unique needs and goals.
Life Outside of Work
My hobbies include running, spending time with close friends, attending game nights, and continuing my education. I’m also an avid movie buff.
