Meet Michael

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During my 30 years in the financial services industry, I have enjoyed working with clients to develop financial plans for retirement, college savings, investment management, and helping small businesses design and manage retirement plans for their employees.

In my retirement, I am enjoying the great outdoors or spending time with my family and four grandchildren. I also enjoy playing music with friends, riding off-road, and fly fishing.

W Michael Heatwole III

Retired October 2019