Investment Adviser Representative
Michael Willard joined Alloy Investment Management in 2020 after serving 14 years in the financial services industry. With seven years of experience in mortgage finance and another seven in market securities, Michael left his position with one of the largest brokerage firms in the U.S. so that he could better serve his clients by building customized wealth plans.
Just as an alloy is a combination of metals that are stronger together than any one metal used alone, Michael is proud to be part of an independent investment advisory firm that offers clients a combination of solutions. As an advisor held to the fiduciary standard of care, Michael has access to a nearly unlimited menu of investments to address the myriad of challenges faced by retirees today. His favorite part of the job is getting to know his clients and their different backgrounds because no two situations are ever the same. He prides himself on his ability to listen closely to clients’ needs and wants and to help them identify their definition of retirement. By always working with the best interest of his client in mind, Michael develops retirement plans that include both income and investment strategies so that you can retire stress-free and with confidence about the future ahead.
A 2006 graduate from Grace College, Michael double majored in marketing and finance. In 2016 he received his MBA from the Graziadio Business School of Pepperdine University. As a member of Ridge Church, he helps to run production for the high school and leads a small group of 10th-grade students who he mentors. Michael has been married to his wife, Katlin, for 15 years and together they have three children: William, Calvin, and Penny. When not in the office he can be found golfing, or backpacking and camping with his family and their Australian Shepherd.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC - DBA Alloy Investment Management.
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