Registered Rep.: Best business move?
Matthew MacMichael: Buying the company I worked for. It put me in the driver's seat to make sensible decisions for our corporate future.
RR: The longest day you ever worked?
MM: September 11th. I got in early. The world changed. And I didn't leave. I just made calls, checking in on clients for 18 plus hours.
RR: What does your ideal client look like?
MM: A couple or a corporate board willing and open to listen to sound advice and fresh ideas.
RR: One book that changed your life?
MM: The Bible. Read it. You'll understand you really are not in the driver's seat. God is in control. This relieves a lot of stress.
RR: Favorite charity?
MM: MEND — Moorestown Ecumenical Development Company (low and moderate housing for New Jersey citizens).
RR: You're a big fan of the beach. Best beach in New Jersey, and in the world?
MM: Ocean City, NJ — My kids love it — and Bondi Beach, Australia, 20 minutes from Sydney.
RR: Your personal or business motto?
MM: Personal — It is what it is. Business — it's all, and I mean all, about the client.
RR: Your definition of wealth management in 10 words or less?
MM: Investment management, lifestyle management, asset protection, effective wealth transfer strategies.
RR: The best thing about turning 34 (this year)!
MM: Another year with Johanna (wife) Pace (son) and Schyler (daughter).