Michael Skourtes

Financial Planning Analyst
503.414.7572
michael.skourtes@mfin.com

Michael Skourtes joined M Wealth as Financial Planning Analyst in January 2007.  His responsibilities include proposal creation, operations support, portfolio analysis, and assisting M Wealth’s advisors with account management.  Michael brings a strong background in financial services and risk management to the role.

Prior to joining M Wealth, Michael served as an employee benefits analyst with The Standard, responsible for managing disability products.  Before that, he spent five years with Bidwell & Company, a national brokerage firm headquartered in Portland.  In his role as risk management analyst, he minimized risk and liability for his firm and clients. Throughout his career, he has provided dedicated service in helping his clients reach their financial goals.
Michael earned a B.A. in economics from the University of California, San Diego.  In addition, he has passed the FINRA Series 7 and Series 63 exams, and he holds the NASAA Series 65 license.