Michael serves as our Operations Associate. In this role Michael works on the processes that help us deliver exceptional client service. This includes performance reporting, data accuracy, account reconciliation, and working on other improvement projects and initiatives that improve the client and Tobias team experience.
Michael came to Tobias Financial Advisors with a unique background. He attended Florida Atlantic University as a pre-med student and obtained his bachelor’s degree in Biological Sciences. He spent five years as a laboratory sales consultant in the life sciences industry. During that time, Michael focused on helping his clients identify inefficient laboratory workflows and educating them about new products or strategies that could save them time and money on routine laboratory processes.
Prior to joining Tobias Financial Advisors, Michael worked in the financial securities industry as a Client Service Specialist and Content Specialist where his focus was to educate clients on the various trading assets such as stocks, ETF’s, options, and futures. Michael is most proud of utilizing his team’s strengths to optimize standard operating procedures.
Michael was born and raised in South Florida and currently resides in Plantation. He is bilingual, speaking English and Spanish. Outside of work, Michael enjoys going to the gym, practicing martial arts, and spending time with his family, friends, wife Pam, and their many household pets.