As a financial professional, Michael creates value for clients by looking at each customer as a unique individual with unique financial needs. Michael is dedicated to providing individuals, families, and business owners with the professional attention necessary to help them achieve their financial goals, offering continued service as their needs change.
Michael is a highly accomplished seasoned professional with over 15 years of professional experience. As Chief Executive Officer of Delta Settlements, he oversees an organization that places in excess of $250 million a year in annuities and managed assets. Michael’s heart and soul have always been in helping individuals and families create, implement, and manage customized financial plans.
Over 95% of Michael’s new business comes from referrals from the legal community. Michael often presents continuing legal education courses focusing on trust and tax related issues to state and local associations. Specifically, he and his team are active in the following National and State associations:
- American Association of Trial Lawyers.
- Florida Justice Association.
- Jacksonville Justice Association.
- Orange County Justice Association.
- Tampa Bay Trial Lawyers Association.
- Palm Beach Trial Lawyers Association.
Michael is known for providing unique and creative solutions to clients’ tax, estate, and business problems, utilizing a variety of financial protection and asset accumulation products and services. He also helps in finding the dollars to fund the purchase of the most appropriate products to fit their need(s), including life insurance, annuities, and investments. Working closely with customers and their trusted advisors to identify their financial needs, Michael uses these tools to help craft strategies for each client’s situation.
Michael received his undergraduate degree from Emory University in Atlanta, Georgia and his Masters in Business Administration from Southern Methodist University in Dallas, Texas.
Active in the community, Michael is currently the District Chairman for the Great Muskogee District of the Boy Scouts of America and is an active basketball and baseball coach at the YMCA and NOL in Jacksonville, Florida.
Michael enjoys boating, golfing, football, and family time with his wife Holly, daughter Isabella, and sons Mick and William.
Education:
- Southern Methodist University in Dallas, Texas, MBA
- Emory University in Atlanta, Georgia, BS in Biology and Physics
Community Involvement:
- District Chairman – Great Muskogee District, Boy Scouts of America
- Baseball Coach – Navy Ortega Lakeshore
- Basketball Coach – Jacksonville YMCA
CONTACT INFO:
135 West Bay Street, Suite 500
Jacksonville, Florida 32202
Toll Free: (877)596-5705
Office: (904)598-1110
Facsimile: (904)598-1081
michael@deltasettlements.com