CLU®, ChFC®, CFP®
Certified Financial Planner™
Michael is a Certified Financial Planner™. Through his years of experience and education in the financial field he has also attained the respected designations of Chartered Financial Consultant and Chartered Life Underwriter. Michael specializes in financially guiding physicians throughout their careers: from residency and fellowship to retirement. He educates clients how to take control of their debt, understand tax shelter opportunities and expand their knowledge about insurance and investing. Michael’s methodical, step by step approach, empowers physicians to better understand their financial options and make informed decisions.
Allison Batt, MS
Allison helps physicians and their families accomplish their financial goals with concierge-level service in order to help them achieve success in their professional and personal lives. She concentrates on comprehensive financial planning by tailoring strategies to the unique financial circumstances of physicians. Her work demonstrates a true passion for the details that help make her client’s dreams a reality.