As founder and partner of Evergreen Wealth Management, Michael provides individuals with a wide range of specialized, comprehensive financial guidance for investment, retirement, estate planning, and other wealth management needs. Michael and Jeff started Evergreen Wealth Management in 2009 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms. Prior to starting Evergreen Wealth Management, he spent many years working with a major Wall Street firm in Austin, Texas. Michael is pleased to have a wide range of nonproprietary investment products available for his clients. Michael has more than two decades of investment experience. He started with NationsBank in 1994 (now known as Bank of America) where he helped clients achieve their goals for more than 14 years. He earned his bachelor's in accounting from the University of Texas.
He is married to his wife, Deborah, and has four children. He has lived in Marble Falls, Texas, since 2005 and enjoys his commute to and from Austin. Prior to that, he lived in Round Rock. He is active in the high school booster club and is very involved in all his children's activities. You may find him at a local high school baseball field or football stadium supporting his children and the mighty Marble Falls Mustangs. He is also an active member of the Knights of Columbus at his place of worship.
Michael holds the FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®. He holds a life and health insurance license for the state of Texas.