Michael Gordon is a Financial Planner with TrueWealth Advising Group, serving clients throughout Northwest Indiana and beyond. Michael brings nearly two decades of experience in banking, wealth management, and client relationship building, along with a strong foundation of service shaped by his time in the U.S. Navy.
He earned his degree from Purdue University’s Krannert School of Management in West Lafayette, majoring in Management with an emphasis in Economics and Finance. As a proud John Purdue Club member, Michael remains actively connected to his alma mater. He began his career in the financial industry at Centier Bank in 2005 and then spent 8 years of his career with Merrill Lynch in Private Wealth Management, where he helped high-net-worth individuals and families navigate complex financial decisions.
Today, as a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Michael holds Series 7 and Series 66 FINRA registrations along with his Life and Health Insurance License and offers insurance products in IN. Michael is securities licensed in IN, IL, CA, FL, MI, MS and OH. He works closely with clients to develop personalized strategies focused on wealth accumulation, retirement planning, risk management, and long-term financial security.
Outside the office, Michael is committed to his community. He volunteers delivering Meals on Wheels and enjoys golf and cycling in his free time. He lives in Crown Point with his wife, Amanda Keck, along with their two dogs — an 8-year-old Beagle named Lucy and a 3-year-old Golden Retriever named Beans.
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