Retirement Plan Specialist
Michael joined TrueNorth in July, 2016. Located at our Dallas office, Michael’s financial services industry career began in 2002 at Deloitte & Touche, where he served as an actuarial consultant. He joined Waldman Bros in 2003, focusing on employee benefits planning and design for small, medium and large companies. He became a partner of Waldman Bros in 2010, as well as president of the Employee Benefits Division. Michael continues in a leadership role in the company now known as IMA|Waldman, a subsidiary of The IMA Financial Group, Inc., where he serves as Executive Vice President of Employee Benefits. Michael earned the Certified Employee Benefits Specialist (CEBS®) designation in 2007 and holds the FINRA 7 examination for Registered Representatives and Series 66 examination for Investment Advisor Representatives. He was recognized by Insurance Business America in 2015 when he received their ‘Young Gun” Award for his business achievements and employee development within the insurance industry.