Michael joined Chase Investment Services, Inc. in July 2010. Prior to this, Michael worked for Morgan Stanley Smith Barney since March 1996. He had been with the Private Client Division working with individuals and small businesses for the past 14 years, concentrating on the financial planning process to help his clients meet their specific financial goals. The financial planning process is the cornerstone of Michael's successful business practice.

Michael completed his Professional Designation in Personal Financial Planning at University of California, Los Angeles (UCLA) as well as his Certification for the College of Financial Planning, Denver, CO

Michael also served on the Board of Directors for the Sherman Oaks Chamber of Commerce from 2004-2010 and is a Past President (2006).