Connor Michael, CFP®
Connor joined the AWMI team in January 2018. As a Lead Advisor, he enjoys working with clients who are engaged in optimizing their wealth accumulation and decumulation through comprehensive planning strategies and are ready to delegate some of those duties to a fiduciary. His clients feel relieved that their plan is coordinated with smart investments that will keep them on track to meet their goals.
When he’s not helping clients successfully retire, you will find Connor on the slopes of Alyeska in his role as the Head Coach of the Alyeska Freeride Team, seeking out his next personal best trout/salmon, hitting the single tracks, or attempting to keep his putt count low.
Western Colorado University, BA Business
CERTIFIED FINANCIAL PLANNER™, American College
Series 65 License
When it comes to taxation of your IRAs, there is a rule that haunts even the best tax chemist, the “Pro Rata Rule,” or better known as the “Cream in the Coffee Rule.” The reference is to how the creamer immediately taints the entire cup of coffee, and it becomes difficult to separate cream from […]