Michael believes trust is the foundation on which a good partnership is built. With trust established, he can better deliver what is necessary for an investor to have a successful experience. “Basic blocking and tackling,” as Michael likes to say. He cites many instances where clients—like Steve—weren’t sure if they could afford to retire, but our analysis and candid conversations helped provide the confidence to take that leap. And they’ve never looked back.

Michael helped start Vista because he saw an overwhelming need to combine financial planning, asset management and on-going discipline into one process. As Michael will tell you, it takes all three of these working together to be a successful investor.

The best piece of advice someone gave him?

It’s advice that served him well with both clients and starting Vista.

When not acting as a financial quarterback, Michael can be found coaching his four boys’ football, basketball and baseball teams.