Michael assists registered representatives and investment adviser representatives by providing fixed annuity support and in-depth knowledge in an effort to make fixed index annuities easier to understand and to demonstrate how they can fit in a client’s overall retirement portfolio. Joining the team in 2005, Michael has worn many hats here, starting in data entry and progressing through multiple positions including Night Life Team Leader, Annuity Case Manager, Suitability Specialist, and Sales Assistant en route to his current position. Prior to GamePlan, Michael was at one point the youngest Team Leader within the Target Corporation, being promoted to the position at the young age of 17 and managing a team of over 15 while becoming a district trainer at the position. Mike holds a Series 7 securities registration and is life and health insurance licensed.
Michael is married to his high school sweetheart, Nina, and they are kept busy by their three children. Michael earned a Business Administration degree from Florida Atlantic University. He enjoys coaching his son’s football team, and is also an avid New York Jets fan.
800.886.4757 ext. 2289
7111 Fairway Drive, Suite 205
Palm Beach Gardens, FL 33418
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Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal, tax, or Social Security advice. Producers and their clients are encouraged to consult a tax advisor, attorney, or the Social Security Administration via their local office or online at www.ssa.gov.