firm’s roots and core values spring from Michael’s vision to deliver premier
wealth management services free the conflicts of interest deeply embedded in
the antiquated business models of banks, brokerages and insurance
companies. As Cadence's founder, Michael enjoys helping families determine
what money means in their lives, and how they can effectively connect it with
their personal, professional and philanthropic goals.
to founding the firm, Michael gained broad financial planning experience, with
specific emphasis in portfolio management. Mike graduated with honors
from Lamar University receiving a BA in Economics. He later earned an MBA
in Corporate Finance from the University of Dallas. He is a Certified
Financial Planner® (CFP) practitioner as well as being a Chartered Life
Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC) and an
Accredited Investment Fiduciary (AIF).
ON A PERSONAL NOTE: Michael
and his family live in Plano, Texas. He is an active volunteer on many
advisory boards. In Michael's spare time he also enjoys tennis, soccer,
reading, yoga and traveling with his family.