Michael S. – Owner/CEO
Michael is an accomplished finance executive with an MBA in Finance and a Master’s in Accounting. With a strong background in strategic financial management and compliance, he brings precision, insight, and leadership to every endeavor. Michael’s professional philosophy is rooted in delivering high-performance solutions with integrity and excellence. When he's not driving results in the financial sector, Michael enjoys an active lifestyle—splitting his time between the golf course, horseback riding trails, and boating adventures. His diverse interests reflect a well-rounded, disciplined approach to both business and life.
Blake M. – Financial Advisor
Blake is a finance professional with a Master’s degree in Finance and a strong commitment to precision, performance, and client success. With a solid foundation in financial strategy and analysis, Blake brings a thoughtful and data-driven approach to every project he undertakes. Known for his reliability and professional integrity, he consistently delivers tailored solutions that meet the highest standards. Outside of work, Blake is an avid reader who values quality time with his wife and children—grounding his professional ambition with a strong sense of family and balance.
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