Our Team

I’m a Certified Financial Planner professional and my 24 year career in financial planning started with my personal interest in the investment field, that interest has blossomed into a successful full service financial planning practice. I have spent eighteen years working in the service sector, 10 of which were in a management capacity. During that time I also ran my own real estate investment business for 10 years. My experience as an employee, manager and business owner have given me the insight to properly handle any of my client’s challenges.

On a personal note I have been married for 26 years and I have two adult children, over the last 20 years I have coached various levels of basketball, hockey, lacrosse, baseball etc. I also believe staying physically active offsets the stresses of managing a successful financial planning practice, and to that end, I actively enjoy many sports including hockey, tennis and mountain biking to name a few.

Insurance products available through Michael William Turlock