Michael (Mike) serves as an Advanced Certified College Advisor and works with College Funding Solutions, where he consults with families to enhance their understanding of the college planning process.

In addition to his role as an Advanced Certified College Advisor, Mike is an Investment Adviser Representative who recognizes the importance of helping clients achieve their financial goals.

Here’s a brief overview of Mike’s qualifications and expertise:

• Licensed in 12 states, holding Life, Health, and Property & Casualty licenses.
• Securities registrations include Series 6, 7, 63, and 65.
• Certified Estate Planner (CEP), Certified Wealth Strategist (CWS), Life Underwriter Training Council Fellow (LUTCF), and Registered Financial Consultant (RFC).
• Recipient of the National Quality Award and National Sales Achievement Awards from NAIFA.
• Qualifying and Life Member of the Million Dollar Round Table, with 22 Court of the Table and 7 Top of the Table qualifications.
• Listings in these publications do not guarantee future results. MDRT Membership Requirements

Our Approach:

• Understanding Your Financial Objectives: We begin by asking questions to gain insight into your financial goals.
• Developing Strategies: We analyze your financial and personal information to align your objectives with effective strategies.
• Implementing Solutions: We create customized solutions tailored to your goals, utilizing a broad range of high-quality products and services.
• Providing Ongoing Support: We regularly review your situation to help ensure you stay on track to meet your financial objectives.

Mike obtained a Financial Planning Certificate from Southern Methodist University in Dallas in 2005 and has over 40 years of experience in the financial services industry.

His office proudly holds membership in organizations such as the BBB (with an A+ rating), Rockwall Chamber of Commerce, Financial Planning Association, and the National Association of Insurance and Financial Advisors. He has also served on the Board of Directors for NAIFA Dallas.

Residing in Richardson, Texas, Mike and his wife Lisa have been married for 29 years and have five children: Jared (35), Alexandra (33), Mason (33), Dillon (31), and Kennedy (25).

In his free time, Mike enjoys golfing, hunting, traveling, watching movies, cheering for Dallas sports teams, and spending quality time with his family.

Securities and advisory services are provided through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Epstein & Kolacz Wealth Management and IFG are separate entities.