Michael is an insurance adviser for a premier adviser group at Pacific Capital Resource Group, Inc. in Scottsdale, Arizona, and he’s excited to introduce his team to you! His team of advisers takes pride in their ability to work with corporate, individual, and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, Michael’s team provides clients with planning for various aspects of life including:
- Risk Management
- Estate Planning
- Retirement Planning
- College Funding
- Professional Money Management*
- Asset Allocation*
- Business Planning
They meet with clients personally to discuss and review their goals and objectives. The team of advisers and specialists then accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long-term goals.
Michael and his team are able to provide continuing service by meeting with clients regularly as time goes on, maintaining and building upon a strong relationship. Each plan is monitored by the advisers and, when meeting with each client, reviews their situation to keep them up to date. Michael not only acts as a conduit between you and the team at introductions, but stays involved through the entire client experience.
This is designed to create a trusted bond between Michael, his team, and their clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives, and circumstances.
Michael holds his Arizona Life and Disability Insurance license.
In Michael’s spare time, he volunteers at Hope Women's Center in downtown Phoenix teaching families the basics of budgeting. He also enjoys hiking all of what Arizona has to offer and traveling with his wife and daughter.
*Provided by registered representatives and/or Investment Adviser Representatives of Hornor Townsend & Kent.