Tech Tools 2020


Helping Both Advisors and Wholesalers Take Their Business to the Next Level!

We provide experience, offer expertise and guarantee excellence.

Michael started his wholesaler career in 1998 where he quickly moved up to DIVISIONAL SALES MANAGER, NATIONAL SALES MANAGER and ultimately becoming the MANAGING DIRECTOR for major distribution firms. In 2009, he left the comforts of a cushy corporate job to create a financial planning and wealth management firm from the ground up during the worst market since the great crash. Despite the odds being against him, he managed to grow his practice at greater than three times the industry average. He’s going to share his secrets on what wholesalers need to know in order to bring value in today’s market.

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