Michael serves as the Agency Administrator for the firm’s planning tool process, The Living Balance Sheet®. As Agency Administrator, his core responsibilities include training and development, case design, mentorship, and working with senior management to offer branding and marketing of financial education to our communities.
He brings 14-years of experience in the financial services industry. He began his career as a financial representative with New York Life, where he built a successful practice with a focus on young professionals and families. Additionally, he was a consistent council qualifier and achieved Million Dollar Round Table status during his tenure.
Michael’s core responsibilities include training and development to the firm’s advisors in a planning tool: The Living Balance Sheet. He continues to build and expand his holistic business practice in protection and wealth building for young professional families and business owners. Additionally, he has taken the leadership role in identifying opportunities to lead and consult with attorneys associated with the CBA Insurance Agency, a subsidiary of the Chicago Bar Association, in areas such as financial education, life insurance, disability income insurance, wealth services and retirement planning.
Michael also serves as a mentor and coach for other young professionals within the boutique financial services firm. He has achieved Guardian’s prestigious Leader’s Club and achieved all three levels of Guardian’s Client Builder award.
Michael was born and raised in the southern neighborhood of Beverly, Chicago, IL. He is an alumnus of Brother Rice High School and DePaul University, in addition to, avid Chicago Cubs, Bears, Blackhawks, and Bulls fan. Michael is married to his best friend Ashley, and they are proud parents of a young daughter, Ava, and son, Michael. They live in the Wicker Park neighborhood of Chicago, IL and enjoy traveling, south-side 16-inch softball, golf, and spending time with friends and family.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Hunken Ewing Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4203097. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York. NY. © Copyright 2005-2023 Guardian. 2023-150222 (Exp. 02/25)