Michael’s passion is for education—helping you understand what’s happening with your finances and how you can take the next step toward your goals.

He loves guiding people through their first steps into the financial realm and on toward the retirement that they envision. He won’t talk down to you or tell you what to do—his philosophy is that your assets are yours, and he’s there to show you the tools, options, and strategies you want to make and manage your financial plan.

Michael focuses on asset management, overall financial planning, and risk management through contingency planning. As an investment fiduciary, he holds his series 6, 63, 65 and 7 licenses. Michael is a graduate of the University of Wisconsin with a Bachelor of Business Administration degree and received his RICP® professional designation from The American College of Financial Services. In 2020, Michael earned the AIF® Designation. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.

Michael is married with two great children, and thoroughly enjoys spending time with his family, golfing, gardening, and exercising. If he had his druthers, he’d be learning to surf on a warm beach in the South Pacific—and helping people understand the world of financial planning while on the beach.  

Deb Roberts is a consumate professional and is diverse in helping clients take care of all the day to day client service opportunities. She is a Licensed Agent for Life and Health insurance and has over 30 years experience in the financial services industry. She is past President of the National Association of Insurance & Financial Advisors Eastside, and presided on the board of NAIFA Eastside for over 14 years, holding different board positions while serving the greater eastside of the Puget Sound. 

When not at work, Deb enjoys being with her family and grandchildren, golfing and loves interior design.

Deborah is not registered with Osaic Wealth, Inc.

Britney has worked in the financial advising field for over five years now, and is eager to help you with all your client service needs. In addition to her excellent customer service skills, she’s an absolute wiz with the daily load of business and financial paperwork.

In the past, she has worked retail management in skincare and cosmetics, so she is very experienced in client service. She is a graduate of Oregon State University's Online Psychology Program. Outside of work, you’ll find friendly Britney spending time with her rescue dogs, Freya and Peach.

Britney is not registered with Osaic Wealth, Inc.