Michael Srulowitz
Vice President | Investment Advisor Representative
Michael is passionate about making sure clients’ financial plans include tax strategies as they work toward their retirement dreams.
Having grown up with a love of math and an entrepreneurial spirit, Michael’s vocation as a financial coach has allowed him to combine both. A former teacher, Michael enjoys educating his clients about finances and providing advice relative to their specific situations, giving them an extra level of comfort as they navigate their financial journey. Michael spent 11 years working with a broker-dealer before joining Teamwork in 2019.
Michael earned his Bachelor of Business Administration in finance from Texas State University. He has passed the Series 6, 63 and 65 securities exams and holds his life, accident, health and HMO licenses, as well as his property and casualty license.
Michael is married to the love of his life, Marcy. They have two beautiful children, twins Hunter and Harper.
Take the Next Step Toward Your Retirement
Trusted support is always within reach. Contact Teamwork Financial Group to stop by for a visit as you start thinking about retirement.