Michael brings experience in financial analysis, business development, and valuation to his role as an Investment Research & Trading Analyst. He joined Whelan Financial in 2026 and supports Taylor with investment research and portfolio analysis, as well as supporting Stephen Detweiler with trade execution. His background in financial analysis dates back to 2015.

He earned his Bachelor of Science in Applied Health Science from Wheaton College in 2010 and his Master of Business Administration (MBA) from La Sierra University in 2014. Before joining the firm, Michael founded Eden Group, Co-Founded Artizan Wealth, and served as Farmland Valuation Lead at Fractal Agriculture.