

Specializing in financial planning for families

About Michael and Family Life Finanical Planning
Faith, family, then finances is more than just a tagline; it's the way I prioritize my life. My values revolve around being a follower of Jesus and being the best husband and father I can be.
Not only do faith, family, then finances describe my values, but it describe the families I most enjoy working with.
My Story
I've been in personal finance since 2005. After a brief stint with Morgan Stanley and Merrill Lynch, I landed at a local financial advising firm for 1 month shy of 10 years. During those 10 years, I moved from administrative support to managing my clients.
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In mid-2016, I began to realize that my employer's values conflicted with my own. I wanted to build a life that allowed me to take time off to be with my family, especially while my kids were still small, and to serve in the church. This industry is generally not good for those goals.
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In August 0f 2016, Family Life Financial Planning was born to help families live out these values, in this order. Faith, family, THEN finances led me to build a financial planning firm that would help people create a secure future for their families while giving and serving their local church.
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Today, along with my wife Jessica, I am the father of four awesome boys. Isaiah, Joshua, Benaiah, and Ezra. I also serve as pastor at the Grove Church of Lake County, along with running Family Life Tax Service, where I do taxes for many of my financial planning clients. To help other pastors of small churches, I began entrepreneurial coaching through Marketplace Pastor and have the Small Church Pastor Podcast.
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Contact
I'm always looking for new and exciting opportunities. Let's connect.
123-456-7890