Michael (Mike) is a Regional Director with The American College Foundation, where he helps families better understand and navigate the college planning process. He is also a Certified College Advisor.

Beyond his advisory work, Mike is an Investment Adviser Representative, committed to assisting clients in achieving their financial aspirations.

Here’s a summary of Mike’s qualifications and expertise:

• Licensed in 12 states with Life, Health, and Property & Casualty insurance licenses.
• Holds securities registrations: 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.
• Note: Membership in these organizations does not guarantee future results.  MDRT Membership Requirements

Our Approach:

1. Understanding Your Financial Goals: We start by asking questions to gain a clear picture of your financial objectives.
2. Developing Strategies: We assess your financial and personal information to align your goals with effective strategies.
3. Implementing Solutions: We design tailored solutions to meet your needs, utilizing a diverse range of high-quality products and services.
4. Providing Ongoing Support: We regularly review your situation to help ensure you remain on track to achieve your financial goals.

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

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

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

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

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