Michael has been doing consultative planning and wealth transfer work in the financial services industries for almost three decades. His experience also includes work as a Personal Financial Advisor for high-net-worth individuals, complex estate planning and business succession plans, and work as a Private Wealth Advisor, Client Portfolio Manager and Business Development Officer. He joined Fremont Bank in September 2022 as a Senior Trust Officer in Wealth Management & Trust Services.
Michael is passionate about having personalized discussions with clients about their vision for their estate and finding unique solutions to complicated estates and wealth transfer issues. Michael attended the University of Oregon and is a Certified Trust and Fiduciary Advisor (CTFA).