Michael is a financial planning specialist at Questar. Drawing upon his background as an attorney, he coordinates financial strategy with clients and their other advisors, such as their accountant and estate planning attorney. In collaboration with his Questar colleagues, he helps to solve complex problems and develop creative solutions for client portfolios. He previously worked with Richard and Gerry at UBS, where he was a Client Service Associate and served as a UBS Branch Examiner, providing him with meaningful compliance experience.

Michael is an active member in good standing of the New York State Bar Association, and was admitted by the State of New York, Supreme Court, Appellate Division Third Department, as well as in Federal District Court in the Northern District of New York. Prior to his financial career, he worked for the law firm Flink Smith LLC

Michael earned a B.A. in Political Science and Economics from Union College, a Juris Doctor from Albany Law School and an MBA from Union Graduate College. He also holds Series 7 and Series 66 licenses.