Broker Check

Media Coverage

Video Interviews

In April 2012 Michael was featured on the CNN show "Your Bottom Line" with Christine Romans as part of CNN's coverage of National Autism Month.

The High Cost of Autism

In November 2015, Michael was featured on 2 Minute Tips for Autism with Kristin! discussing first steps for financial planning for families with Autism.

2 Minute Tips for Autism with Kristin!

Quoted Articles

In July 2022, quoted Michael in the article Here’s how ABLE accounts, special needs trusts differ ... and how they can work together.

In May 2022, quoted Michael in the article Creating a special needs trust? Here are the costs, what you need to know and who to use.

In December 2021, quoted Michael in the article If you have a child with special needs, here's how to plan for their life after you pass about long-term financial planning for special needs families.

In December 2018, Financial Advisor Online quoted Michael in the article Executive Medical Plan Mitigated Annual $70,000 Out-of-Pocket Cost about helping a client mitigate the cost of autism services.

In the March 2018 issue of Financial Advisor Magazine, Michael was quoted the article The Latest College Scene about how the Tax Cuts and Jobs Act will impact families saving and paying for college.

In the March 2017 issue of Financial Advisor Magazine, Michael was quoted the article College Math about financial strategies to cut college costs.

In the April 2015 issue of Financial Advisor Magazine, Michael was quoted in the article Helping Hand discussing the ABLE Act and issues affecting special needs planning.

In the September 2014 issue of Financial Advisor Magazine, Michael was quoted in the article Tackling Diploma Debt about student loan repayment strategies.

In December 2013, Michael was quoted on in the article ChSNC a Huge Step Forward.

In the July 2012 issue of Financial Advisor Magazine, Michael was quoted in the article The Higher Cost of Higher Education about 529 plans.

In the March 2011 issue of Financial Advisor Magazine, Michael was quoted in the article Special Consideration about special needs planning.

Michael was featured on CNN as part of their coverage of the first National Autism Day in April 2008 - CNN Transcript of National Autism Day 2008

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