Michael Barczak, CFA, currently serves as the VP of Investment Due Diligence and Director of Retirement Plans - Investments at Carson Group since October 2023. Prior to this role, Michael held several leadership positions, including Partner and Director of Investments at Creative Planning Retirement Services and Lockton Retirement Services. Michael's extensive experience in investment and retirement planning includes roles as Senior Investment Specialist and Account Executive at Lockton Dunning Benefits, and Portfolio Analyst at Mayflower Advisors. Michael began his career as an intern at Edward Jones and has a Bachelor of Arts in Economics from Denison University, graduating in 2012.
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