Michael joined JBA Financial Services as an independent financial advisor in 2003 to serve in an ever-expanding business, specializing in wealth management and financial planning. His priority is to serve his clients’ needs first. Professional memberships include The Academy of Preferred Financial Advisors (APFA), Financial Services Institute, National Association of Health Underwriters (NAHU), National Association of Insurance and Financial Advisors (NAIFA), and the Greater Longview Estate Planning Council. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2017. Michael was recognized as SagePoint Financial’s 2020 MAC Honors Award winner which recognizes SagePoint financial professionals who demonstrate outstanding potential and exceptional commitment to their practice – all of which Michael exemplifies.
Michael attends multiple educational conferences per year on topics including wealth management, financial & retirement planning, estate planning, and tax planning. Additionally, Michael is a member of The Academy of Preferred Financial Advisors, an exclusive Coaching Program for Top advisors around the country.
Michael is a 2001 graduate of Baylor University and enjoys serving with Buckner Child & Family Services in East Texas and is active in First Baptist Church of Longview. Michael and his wife Crista are proud parents of Cameron and Connor, and he can be found coaching baseball and attending dance recitals in his spare time.