Michael Fox
Michael is an experienced financial professional who has been helping clients with their Long Term Care and insurance strategies for over 20 years. He began his career with ADP where he was responsible for training advisors from across the country on how to effectively utilize their portfolio management computer systems. In the mid-1990s, Michael earned his insurance license while working at Prudential Securities. His specialty was creating and implementing Long Term Care strategies and Insurance plans.
Michael is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
A graduate of Rider University, Michael resides in Cherry Hill, NJ with his wife, son and dog. His life goal is to help others and truly make a difference in their lives. He takes steps towards this life goal on a daily basis – a routine that led to him becoming the founding President of the Make A Child Smile Foundation, a non-profit family organization dedicated to helping children and their families battling cancer. He also started a group of Facebook called the GoGivers, which is a group now of over 2000 local people dedicated to kindness and doing random acts of kindness for others.
A personal note from Michael: My parents, who I love dearly, never purchased a Long Term Care Plan. They regret this decision and are at a point that if and when a Long Term Care need arises, it could potentially destroy and reduce all of their assets. If that happens, they no longer could pay all of their bills and potentially would have to sell their home.
It is a fear they live with daily. They do not want to be a burden on their children, nor do they ever want to end up in a medicaid run facility. We, their children, would never let that happen. However, the feeling they have of not being in control of their destiny is very disturbing.
I promised myself, never again would I let this happen and will try to insure everyone I can to prevent this and other Life Insurance related risks from occurring in their family. My goal is to help everyone I can to reduce major risks from their lives. Whether it is new parents insuring against a pre-mature death, thus protecting their children or using an alternative way to save for retirement without market risk.
Every person is different and just like a doctor we have to do an overall financial risk assessment to figure out the best tools to use. After my working day, I can look in the mirror and know that I have helped make a difference in my clients lives and the world in general. For in the end, isn’t that what life is really all about? Would love to have the opportunity to meet and help you as well.
Michael is a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
A graduate of Rider University, Michael resides in Cherry Hill, NJ with his wife, son and dog. His life goal is to help others and truly make a difference in their lives. He takes steps towards this life goal on a daily basis – a routine that led to him becoming the founding President of the Make A Child Smile Foundation, a non-profit family organization dedicated to helping children and their families battling cancer. He also started a group of Facebook called the GoGivers, which is a group now of over 2000 local people dedicated to kindness and doing random acts of kindness for others.
A personal note from Michael: My parents, who I love dearly, never purchased a Long Term Care Plan. They regret this decision and are at a point that if and when a Long Term Care need arises, it could potentially destroy and reduce all of their assets. If that happens, they no longer could pay all of their bills and potentially would have to sell their home.
It is a fear they live with daily. They do not want to be a burden on their children, nor do they ever want to end up in a medicaid run facility. We, their children, would never let that happen. However, the feeling they have of not being in control of their destiny is very disturbing.
I promised myself, never again would I let this happen and will try to insure everyone I can to prevent this and other Life Insurance related risks from occurring in their family. My goal is to help everyone I can to reduce major risks from their lives. Whether it is new parents insuring against a pre-mature death, thus protecting their children or using an alternative way to save for retirement without market risk.
Every person is different and just like a doctor we have to do an overall financial risk assessment to figure out the best tools to use. After my working day, I can look in the mirror and know that I have helped make a difference in my clients lives and the world in general. For in the end, isn’t that what life is really all about? Would love to have the opportunity to meet and help you as well.
Michael's Family
Lisa Wyllie
Lisa helps us maintain an organized and efficient office, provides excellent customer service to our clients and advisors, and is a key part of our friendly environment. A people person, she enjoys building lasting relationships while helping people accomplish their goals. She makes it a priority to ensure that everyone around her feels valued by taking the time to understand their needs and clearly communicate with them. Lisa’s financial services roots run deep – her grandfather, Leroy Steinbeck, was Vice President of the Life Insurance Company of North America and wrote the first primer on Life Insurance for the American College. She entered the industry in 2001 with Roster Financial, a financial marketing organization, where she handled contracting for producers. She left two-and-a-half years later to be a stay-at-home mom before returning to Roster part-time in 2011, where she was awarded an Excellence in Operations award in 2015. Roster merged with GamePlan Financial Marketing in 2016, and Lisa worked with GamePlan until starting with Atrium in late 2017.
Lisa resides in Glassboro, NJ with her husband Lance and their three sons. Nicknamed “Lee,” she originally got the moniker from her dad, who gave her about 10 nicknames as a kid, but Lee was the one that stuck. Lisa is kept busy by her three boys – four if you include Lance – and loves watching the younger three play sports. She loves to cook, clean and organize things, and is a complete believer that your surroundings are a reflection of your state of mind. Lisa attended both Gloucester County Institute of Technology and Gloucester County College (now Rowan College at Gloucester County) where she studied Applied Health. She has also spent time as a certified personal trainer and aerobics instructor.
Lisa resides in Glassboro, NJ with her husband Lance and their three sons. Nicknamed “Lee,” she originally got the moniker from her dad, who gave her about 10 nicknames as a kid, but Lee was the one that stuck. Lisa is kept busy by her three boys – four if you include Lance – and loves watching the younger three play sports. She loves to cook, clean and organize things, and is a complete believer that your surroundings are a reflection of your state of mind. Lisa attended both Gloucester County Institute of Technology and Gloucester County College (now Rowan College at Gloucester County) where she studied Applied Health. She has also spent time as a certified personal trainer and aerobics instructor.