Michael has been in the business of helping people reach their financial goals since 1973. Since then, he has earned several credentials and accolades, including: CFP Certified Financial Planner, ChFC Chartered Financial Consultant, CLU Chartered Life underwriter, and AEP Accredited Estate Planner.
More important than the education and credentials is the fact that he personally cares about each of his clients and this manifests itself in how he runs his practice. When dealing with his clients, it is important to understand what is really important to them before diving headfirst into the analysis. One of his favorite statements is: “My clients don’t care how much I know until they know how much I care.”
Michael loves to travel, is active in the community and is emphatic about doing the job right or not doing it at all and feels that honesty and integrity are not negotiable. He founded Lincoln Financial Services, Inc. in 1976 with the philosophy of assisting his clients (primarily successful businesses and individuals) in making wise financial decisions on the basis of recommending what he would do if he were them. This old-fashioned philosophy has proven itself through his long term clients’ successes.
Michael is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.