Bio:
Michael is an Investment Service Coordinator in the Individual Services Department at TriBridge Partners Financial. He specializes in client support and strategic communication, working closely with Tacy Roby, CFP® to ensure seamless interactions between clients and investment firms. As a key point of contact, Michael facilitates collaboration and ensures that clients’ investment needs are effectively communicated and addressed.
Before joining TriBridge Partners Financial, Michael gained valuable experience in the College Savings Department of T.Rowe Price.
Outside of work, Michael enjoys exploring museums and freshwater fishing. He resides in Maryland with his family.
Professional Affiliations & Education
- FINRA Series: 6, 63
- Securities Industry Essentials® (SIE®)Certification
- Associate of Business Administration, Hagerstown Community College