Neighbor News
Everest Wealth Management Expands Team; Adds Michael Braun as Financial Representative
The addition of Braun will allow the firm to expand their ability to serve the retiring community
Towson-based retirement income firm, Everest Wealth Management recently welcomed Michael Braun to its team as a financial representative. The addition of Braun to the Everest team will allow the firm to expand their ability to serve the retiring community.
Braun is currently a level one candidate for the Retirement Income Certified Professional® (RICP) program offered by The American College of Financial Services. This training and designation will give Braun a specialized ability to assist clients in identifying and tailoring retirement options to their income needs and future goals. Similarly to Everest’s other financial representatives, Braun will help clients address issues such as health and long-term care, claiming Social Security and company retirement benefits, steady retirement income, and more.
“I am thrilled to join the Everest team,” said Braun. “I have long admired the services Phil and his team provide to the retiring generation. Like the team here, I truly believe in the positive impact we are making on the lives of our clients. I feel a great sense of fulfillment helping clients navigate the oftentimes difficult waters of retirement planning.”
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Braun brings five years of experience in the financial services industry, most recently as a Marketing Director for Allianz. Allianz is one of the largest financial service and insurance companies in the world; Everest specializes in bringing Allianz and other insurance products to the consumer.
“Mike’s time at Allianz makes him uniquely suited to work with both our clients and staff,” said Everest Founder and President Philip Rousseaux. “He offers a wealth of knowledge about the financial solutions we use to help baby boomers achieve their retirement income goals.”
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Braun attended St. John’s University, where he played varsity basketball throughout his tenure and received an award for defensive player of the year. When he is not working hard for clients, Braun enjoys traveling and experiencing other cultures.
Please direct all media inquiries and requests to Josie Hankey at 410-420-2001 or by email at Josie.Hankey@FallstonGroup.com.
