Michael has over 18 years of experience in the financial services industry and serves as Director of Retirement Plan Consulting with the primary responsibility of helping our advisors provide industry-leading fiduciary consulting services.
Michael is passionate about improving retirement plan outcomes and supporting plan advisors and their end users, the participants. He has worn a practitioner’s hat, serving as an Investment Advisor Representative, in addition to an enterprise-level hat overseeing First National Bank of Omaha’s Retirement Plan Services Recordkeeping. Most recently, Michael built and oversaw Carson Group’s advisory retirement plan services. In addition, he has extensive wholesale, wealth management, portfolio construction, and operations experience. He currently holds the Series 7, 63 and 66 securities registrations and Certified Retirement Counselor (CRC) designation.
At Qualified Plan Advisors, we truly believe that every organization deserves to work with participant-driven fiduciaries who engage in meaningful conversations, who care deeply about participant success and who understand the steps needed to successfully reach retirement. We work with organizations to design retirement plans that support their overarching corporate and human resource objectives. We work with these same organizations to identify the retirement plan service providers that best fit their needs and goals.
Disclaimer: Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
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