Michael is both Founder and President of Laurus Wealth Management, a financial firm associated with LPL Financial, located in Vancouver, Washington. Laurus Wealth Management offers wealth management services and investment management guidance to individuals, families and businesses. Michael founded Laurus specifically to bring experienced and credentialed financial advisors together with a shared approach to serving clients through consultative interaction supported by a foundation of teamwork and ongoing education.
Michael is passionate about trying to help clients create and manage wealth consistent with their values. Retirement and legacy planning are cornerstones of his practice, which offers resources and professional advice on college planning, estate planning, asset allocation, investments, life insurance and long-term care insurance. Michael and his team take a comprehensive approach in working with clients so that they can address a broad array of wealth management needs. This process is especially valuable for clients faced with a major life transition.
Prior to founding Laurus Wealth Management, Michael was Managing Director for Allmerica Financial, where he led a firm of nearly 55 advisors with offices up and down the West Coast. Previously he held positions at PrimeVest, Marketing One and Murphey Favre. He started his career in the financial services industry in 1981.
Michael received his Bachelor of Science degree in Business Administration from City University of Seattle, where he graduated with Presidential Honors. He holds the CERTIFIED FINANICAL PLANNER™, and Chartered Financial Consultant (ChFC®) designations. He has received formal training in investment fiduciary responsibility. Michael has his insurance license in Washington (and several other states on a non-resident basis) and holds Financial Industry Regulatory Authority (FINRA) Series 7, 24, 31, 53, 63, 65 registrations through LPL Financial.
A native of Chehalis, WA, Michael now resides in Camas, WA with his wife Denise and their twin sons Andrew and Zach. He is a member of the Professional Advisory Steering Committee of The Community Foundation of SW Washington and enjoys coaching youth soccer, working with the Boy Scouts and spending time outdoors with his family.