Managing Partner, Advanced Case Planner
“Passion for doing what’s right!” is the primary answer you will receive when you ask a client or a colleague about what drives Michael Wallin.
A burning desire to make sure the client, the advisor, and the firm mutually benefit in every step of the financial planning process.
As a season professional, Michael’s career has covered a vast array of responsibilities and points of exposure. Michael’s career began like many of you as a trusted insurance agent. With much success, he was recognized and offered additional challenges in the home office to help build a better insurance experience for clients and agents. Wallin’s main focus in the independent channel has been to effectively build “result-based” relationships with advisors. His background as a Sales Coach and his methodical business building skills give advisors the foundation they need to achieve their personal and agency goals. As a certified instructor of the “Fear-Free Prospecting & Self-Promotion Workshop” system, a behavioral science program, he assists advisors in identifying and eliminating personal deficiencies.
Michael is a Certified Financial Planner(TM) with more than twenty years of experience. Combining experience and education, he brings a depth of knowledge when assisting advisors with case evaluation, analysis, and planning recommendations.
Michael holds life and health insurance licenses in multiple states. He received his B.B.A. from Austin Peay State University with a degree in Marketing and an emphasis in Sales.
In addition to his role at Financial Architects & Consultants, Michael is the Managing Partner and Chief Compliance Officer of PanthRex Asset Management, LLC, an SEC Registered Investment Advisor. Through his affiliated companies, Michael offers investment advisory services through PanthRex Asset Management and Mountain Brooke Wealth Management, LLC.
- mwallin@finarchconsult.com
- 888.302.5571, ext 7000
