Michael Erman has been in the financial services industry since 2007. He oversees sales support, case design and is always ready to support settlement consultants with building and closing business.
Before joining Independent Life, he worked for a select group of clients as an independent financial advisor and was the Senior Financial Analyst at Harwood Financial Group, an investment advisory firm that offered comprehensive financial planning. There, he worked on case design for the firm’s brokers, becoming a subject matter expert on fixed index annuities, working closely with the senior portfolio manager to design and maintain the firm’s investment portfolios. Michael has also worked with TD Ameritrade as a brokerage operations specialist, and as a personal financial planner at Ameriprise, Financial. Over the course of his career, Mike has held various licenses and certifications, such as: the Series 7, Series 66, CRPC, and FL Life, Health, and Variable Annuity license.
Michael completed a Bachelor’s degree in Finance from Florida State University. He has also invested in his professional development by becoming a CFA Charterholder. The CFA designation is a globally recognized program and attests to a charterholder’s success in a graduate level, rigorous and comprehensive study program in the field of investment management and research analysis. When not working, you can find Michael travelling with his amazing future wife Arielle, either touring local breweries and wineries, enjoying the sun and sampling foreign cuisine overseas, or hosting a costume party their friends.