Michael Srulowitz Vice President, Investment Adviser 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 on finances and providing advice relative to their specific situations, giving them an extra level of comfort as they go through 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 license 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.