CUSO Financial Services, L.P.* at UFCU
Brodie, Downtown, South Mopac, Trinity (by appointment only), and University
-If he’s not watching the market, he’s probably deep into the numbers with one of his fantasy sports teams.
Michael loves baseball. A lifelong Texas Rangers fan, he is used to big wins — and big losses. What he’s come to understand about baseball is that, much like investing, it’s all about being in the right position to succeed. Perhaps that’s why Michael is so passionate about his clients’ successes.
In 2014 he was recruited away from a position in banking to join the UFCU Investment ServicesTM team, available through CFS,* where his tremendous tenacity has been a welcome addition. He prides himself on his results-oriented approach and pragmatic style of helping clients make smart choices with their assets. When asked why he made the switch to this line of work, he replied “because no two days are the same, and the decisions I help people make are the kind that actually make a difference in people’s lives.”
Michael is an Austin transplant by way of McAllen, TX, but has called our town home for nearly seven years. He is married and has a very precocious daughter that keeps him busy. When he’s not at work, he enjoys spending time with his family, watching the Rangers and the Dallas Cowboys, and diving deep into his fantasy sports teams.
Get to Know Michael
Who is your favorite superhero?
“Batman! Because Batman has great toys and an awesome house. Who doesn’t love that?”
What is your favorite holiday?
“Thanksgiving – family, food, and football!”
What is your favorite quote or saying?
“My favorite quote is the one our President, Tony Budet, often references: Relationships are all there is.”