Severna Park
4 Evergreen Rd #2
Severna Park, MD 21146
Shore to Summit has one branch located in Severna Park, MD. Meet our associates at each office, and get in touch using the contact information listed below.
Managing Director
Michael joined Shore to Summit Wealth Management, LLC in 2022 after a successful career with Ameriprise Financial that lasted over 28 years. Michael earned his bachelor’s degree from University of Maryland and has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He also holds the CHARTERED FINANCIAL CONSULTANT™ and CHARTERED LIFE UNDERWRITER™ designations from the American College.
Michael delivers personal attention with a focus on detail and exceptional client service. He incorporates the six areas of wealth management to each individual situation, while customizing it to the individual client.
Michael lives in Severna Park, Maryland with his wife, Kimberly and their three children. He enjoys travel, boating, music, reading, and spending time with friends and family. Michael has been writing fiction most of his life, having penned scores of short stories and three full length action/thriller novels titled The Last Patriot, The Island Hopper, and No Safe Place. His writing has attracted the attention of Oprah Winfrey and James Patterson, and in 2015, he was in the top ten out of thousands for Mr. Patterson’s co-author contest.