Michael began his career in healthcare operations, building two decades of experience in leadership, client-focused service & financial stewardship. Supported by a degree in Business Administration, he advanced to become Assistant Director of Operations, where he managed multiple departments and led teams of more than 250 employees.
He coordinated several multimillion-dollar operating and capital budgets with a strong focus on process improvement and data-driven analytics to enhance efficiency, reduce risk, and improve outcomes. Throughout his career, Michael worked closely with patients and families during critical moments, developing a compassionate, trust-based approach that continues to guide his client relationships today.
In addition to his tactical leadership, he worked extensively with regulatory and compliance agencies to ensure adherence to safety and operational standards. While transitioning from healthcare, Michael spent three years as an active day trader, specializing in digital assets while also trading equities and options, strengthening his understanding of market behavior and risk management.
In early 2026, Michael joined Income & Asset Advisory, Inc. as Client Relationship Manager, where he supported Principal Jason Waxler by assisting clients and coordinating back-office operations. After earning his Series 65 license, he transitioned into the role of Investment Adviser Representative (IAR), further expanding his ability to support clients and their financial planning needs. Michael has also earned his Securities Industry Essentials (SIE) certification and is currently pursuing his New York State Insurance License while continuing to work toward obtaining his Series 7. Dedicated to professional excellence and client service, Michael helps clients navigate financial decisions with clarity & confidence.