Growing up, Michael spent a lot of time in hospitals and medical offices. Thankfully, it was not because of any childhood diseases, but because his father was a physician, and his mother was a nurse practitioner. Many times, there wasn't much to do, so he taught himself how to ride wheelies in the wheelchair for fun. Although he did not go into medicine and went into financial services for a career, he has found that he works well with people in the medical field. He realized that they loved science and wanted to help others, but that they have very little guidance on what they should be doing with their finances. Many times, finances are a taboo subject, and so they do the best they can without guidance. He realized that he could help them avoid the many mistakes that are commonly made by medical professionals, and he could significantly improve their financial lives. The act of serving others and seeing the positive impact on their lives is what gives him the greatest joy.
TheraWealth, LLC was founded with the goal of empowering those in the medical community to take charge of their financial health. Michael does this by creating customized plans that allow his clients to protect what's most important to them (their families, their homes, their businesses, and their incomes) as well as optimize their finances for their future education and retirement needs. The result is that they spend less time worrying about their finances and more time focusing on how to help their patients.
He is located in Fort Worth, Texas and has been serving clients for over 20 years in financial services. He works primarily with front-line medical professionals, specializing in retirement planning and investment management. He holds the highly esteemed CERTIFIED FINANCIAL PLANNER™ designation and is also a Financial Adviser. He believes that financial guidance should be given in easy-to-understand language and that managing investment risk is more important than chasing investment returns. He strives to treat each of his clients like family.
In addition to being a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, he is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, he is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither TheraWealth LLC, its staff nor New York Life Insurance Company, or its agents/affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. He is not licensed in all jurisdictions.