Michael S. Lomas
Michael Lomas is a Registered Representative with NEXT Financial Group in Las Vegas, NV and Williamsville, NY and the Co-Owner/President of the Financial Forum. After graduating from Hilbert College with a degree in Finance, Mike started his career with Financial Network Investment Corporation.Mike's concentration at FNIC was full service financial planning and insurance. After building a large clientele at FNIC, Michael joined PaineWebber. At PaineWebber, Michael became an Investment Advisor Representative expanding his practice to include Professional Money Management Programs. Michael was also the Branch Office Insurance Coordinator and Wealth Preservation Specialist assisting other PaineWebber Financial Advisors with insurance and estate planning.
After Michael's tenure with PaineWebber, he and his partner Glenn Wiggle founded the Financial Forum. The Financial Forum was formed to provide a broad range of financial services using a team approach. By developing a network of accountants and attorneys, they are able to better serve all of the financial needs of their clients.
Michael believes in taking a multi-step approach with clients. The first step is to assess the level of risk and overall objectives of each individual. Once completed, Mike can match each individual to the appropriate allocation. The final step is the ongoing monitoring of each portfolio and the implementation of an Active Sector Allocation Program (ASAP) to overweight the sectors expected to outperform the market.
Mike is active in a number of local professional, charitable, and social organizations which include among others United Way (multiple boards, founder of the charity car show). Mike has also been the Host of the Financial Forum since it began in 1998. Mike's licenses include Series 7, Series 6, Series 63, Series 65, Life insurance, Health & Accident Insurance.