Michael has helped investors achieve their goals for the past 8 years.

In 2002, he left Fidelity Investments to launch his independent advisory practice. He is among a select group of 150 investment professionals in the U.S. to hold certifications in wealth preservation (CWPP) and asset protection (CAPP). He also holds Series 7, 63, and 65 securities registrations.

Michael helps clients to minimize tax expenses, protect their assets, and plan their estates with some of the most effective strategies available to investors and business owners today.

Michael resides in Prosper, Texas, with his wife, Barbara, and their sons, Zachary and Matthew.

Nick is a life-long student of investing and has a keen understanding of what a client truly wants from his or her investment advisor.

Nick worked as an executive with AT&T for over 20 years. He was a Founding Partner of MediGain, Inc., a health-care services firm based in Dallas. Recently, he served as the Senior Vice President of Sales at both RMH and Aegis Communications.

Nick became a Managing Partner of Select Wealth Management after being a client for many years. His goal is to bring these strategies to other investors in the market. Nick holds Series 7 and Series 66 securities registrations and is a investment adviser representative.