Meet Our Team

About Us

Collaboration – One of the most important attributes of Wealth Management

We work as a team to provide customized strategies, personalized service and in-depth financial counsel. Each member of our team has a common desire to serve the uniquely sophisticated wealth planning needs of our families.

Michael Gage, CFP

First Vice President - Investment Officer

My Background

As a CERTIFIED FINANCIAL PLANNER(TM) professional, I am dedicated to growing and preserving client's wealth through sound financial and investment strategies. For over 30 years, I have served a select group of individuals, multi-generational families and business owners by helping them achieve their financial goals. Investments have always been my calling. I hold a bachelor's degree in finance. 

In the Community

I am an active parishioner at St. Francis Catholic Church and live in Frisco with my wife and two daughters. I have the honor to serve in various capacities in support of Kolbe Prison ministries. It has also been a privilege to serve my daughters' schools, Ursuline Academy and Legacy Christian Academy, through the years. Maple and Ginger, our goldendoodles, are spoiled daily!

Certificates

CFP

Additional Resources:  

To help support your financial needs we can assemble a team of specialists that will work with us and your attorney, accountant, and other outside advisors. Below are some Specialists from non-brokerage affiliated business lines of Wells Fargo that we partner with regularly. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. Please contact us if you have questions about how a specialist might be able to assist you.