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Early in my financial career, I was fortunate enough to have aligned myself with an incredible company and built quite a great practice. However, I learned that the needs and requirements of my clients were outpacing what I could offer them through a captive bank or financial institution.

I wanted to be able to adapt quickly to my client’s needs and wants, and to assist them in navigating a myriad of planning and financial circumstances. The only way I saw possible to serve my client’s needs was to collaborate with the best resources available – not limited simply to the ones offered by my old firm.

So, I started my own firm. And MSF Companies was born.

We got into the healthcare professionals space early, and it naturally grew from there. We understand trends in finance and trends in medicine, and with a national practice, we help our clients navigate these trends. We offer not only a portfolio of products but a portfolio of competence, and bring together the nation's brightest and most experienced professionals.

It’s a complicated world out there, and we understand our clients don’t have time to manage every area of their financial lives. Think of us as your CPO (Chief Planning Officer). We'll pull together the team of experts needed to help you succeed financially, so you are free to focus your energy and time on the things in life you enjoy.

View awards and accolades.


I started my career working in personal financial planning. I had an opportunity to move into the insurance brokerage space, where I worked primarily with agents and insurance carriers. It was in this position that I met Michael, and worked closely with him for five years. I was thrilled when he asked me to join his team at MSF Companies.


I handle the day-to-day operations and the client relations of the firm, but my favorite part is having the opportunity to get to know people from all over the country. I enjoy meeting new people and the sense of gratitude I receive when I’m able to help someone reach their financial goals.


We have a really great group of clients and everyone has their own unique story and situation. Michael and I care deeply about our clients and helping them reach their goals.


As a boutique firm, we are truly accessible to our clients. We have no set office hours, so we’re there when our clients need us, which really sets us apart from others in the industry. At our firm, you’ll never feel like just a “number".

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