Welcome!
Michael has over 30 years experience in the financial services business. In addition to obtaining his CERTIFIED FINANCIAL PLANNER™ certification in 1996, Michael holds the Chartered Life Underwriter and Chartered Financial Consultant designations. This means that we strive to provide advice and products that will help you pursue your financial goals.
In addition to life and health insurance products, Michael specializes in the following areas:
- Retirement income planning
- IRA and 401k rollovers
- Employee Benefits
- Annuities
- Executive compensation
- Long Term Care planning
With the goal to pursue success in these areas, we work with various advisors when needed. The Client's objectives always come first when designing any plan.
Mike is a Qualifying and Life Member of The Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals. His past honors include being named LION of the Year and one of Baton Rouge Business Report's "Top 40 Under 40". He is very community minded and serves on the Board of several charitable organizations. Mike is married and has one daughter.
Helpful Content
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Debt Stress
There’s a link between debt and stress.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
View all articles 
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.