West Valley
20542 N. Lake Pleasant Rd. #119, Peoria, AZ 85382
East Valley
2330 W Ray Rd. #3, Chandler, AZ 85224
(480) 466-7070
Give us a call!
Client Relationship Report
20542 N. Lake Pleasant Rd. #119, Peoria, AZ 85382
2330 W Ray Rd. #3, Chandler, AZ 85224
Give us a call!
Client Relationship Report
Owner, CFP®
Michael is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades worth of experience helping families and individuals meet their wealth-building goals. In March of 2013, he left a large Wall Street firm to start Strategic Income Group, where he provides one-on-one financial consulting and management services.
Michael enjoys sitting down with clients and showing them new capabilities and offerings. His mission is to change your relationship with money. In his downtime, he loves spending time with his wife and three children.
Who Inspires Me: My wife Kristi! She is selflessly dedicated to our family and others and at the same time has more personal discipline than anyone I know. She is gentle yet strong; humble and beautiful. She amazes me every day.
In My Spare Time: I love the outdoors. It is where I can find adventure and refill my energy tank. Mountain biking, camping, hiking, hunting, fishing especially with friends and family.
Favorite Destination: Any adventure with Team G (my family)! We have so much fun together exploring new places and sharing new experiences. I’ll never forget the summer of 2022 where we did a 2500-mile road trip from Arizona, through Utah, Idaho, Wyoming and Montana. Amazing adventures and lifetime of memories.
Why I Love What I Do: I love to teach and equip others to not only fulfill their dreams but even encourage them to dream bigger. Obviously being a good steward with your finances is a big part of achieving this. Our clients’ dreams continue to expand and grow which is why one of SIG’s core values is to Pursue Excellence and constantly improve as an organization. It is at that point, where SIG’s strive for excellence and our clients dreams meet that I find the most satisfaction in.
Favorite Quote: Our family life verse is from Matthew 5:16 and says “In the same way, let your light shine before others, that they may see your good deeds and glorify your father in heaven”.