Michael is a highly knowledgeable and experienced partner at Toberman Becker in St. Louis. With his expertise in investment management, behavioral finance, and retirement planning, Michael is dedicated to providing his clients with the best financial guidance possible.
Having worked with clients on complex estate planning and developing investment strategies for a team of advisors, Michael’s experience spans across various areas of financial planning. What truly sets him apart is his unyielding desire to acquire knowledge for the betterment of his clients. At Toberman Becker, this commitment to continuous learning is the foundation upon which exceptional client experiences are built.
Michael earned a Bachelor of Science degree in Finance and Banking from the University of Missouri – Columbia. Additionally, he holds designations as a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner (CFP).
As a member of the CFA Society of St. Louis, Michael maintains a strong network within the financial industry, further enhancing his ability to deliver the best service to his clients. Michael is also a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, Financial Planning Association, and XY Planning Network.
Beyond his professional achievements, Michael enjoys a fulfilling personal life in St. Louis. Living with his wife, Lindsey, and their beloved dog, Birk, he finds joy in activities such as golfing together and exploring local Restaurants.
At Toberman Becker, our mandate is to serve families as a fee-only, independent, and fiduciary financial advisor. This means that Michael never receives commissions or sells any investment products. The firm’s only source of revenue is the client’s fee, ensuring complete transparency and client-centered decision-making.
With a commitment to continuously refining and improving his services, Michael aims to guide clients through challenging markets while creating an environment of trust and establishing a sense of ease for clients. At Toberman Becker, clients can expect personalized attention, unbiased advice, and a partner who is truly dedicated to their financial success.
If you are ready to take the next step towards enhancing your financial wellbeing, Michael is ready to put his expertise to work for you. Contact him today and discover the difference that a knowledgeable and client-focused financial planner can make.