Meet the Team – Michael Crutchfield

my financial planning philosophy & a bit about me

I am committed to serving Skyla members by helping them find a path to Financial Wellbeing.  I begin by truly getting to know you and learning about your passions and goals. Whether I am building a written holistic financial plan or providing guidance around matters such as savings for college or retirement, I will always put your interests first.

With over 25 years of experience in the Financial Services industry, I prioritized my professional education by earning my Certified Financial Planner (CFP) designation in 2004. As a CFP professional, I serve as your coach, partner, and guide.  With my broad base of knowledge and experience I approach Financial Planning from a strategic and well-informed perspective. I assist members with almost any financial concerns or questions they may have such as saving and planning for retirement, 401-k assessments, asset allocation, risk management, investment planning, and lifetime income. I firmly believe that everyone deserves to achieve their financial goals, and I am committed to working together with you to ensure that happens!

I am a proud graduate from Appalachian State University where I earned a B.S. in Business Administration, double majoring in Marketing and Management. When I’m not working with Skyla members you are likely to find me on a tennis court. Tennis has been a lifelong passion for me. I currently volunteer with USTA and the Lake Norman Tennis Association, as well as playing USTA league tennis. I also serve at my church, Mecklenburg Community Church in Charlotte, NC.

Currently I serve at the following locations:  Graham, Greensboro, Harrisburg, Salisbury, and the University branch in Charlotte.