Michael Telford

Michael Telford

Financial Planner and Director of Operations

Michael and his wife Hanna returned to California in 2024 with their pup, aptly named Cali, in tow after a few years in North Carolina. The trio is so happy to be back in the Bay!

Even as a little kid, Michael liked to tinker with budgets, making financial services a natural fit for him. Part of what he thoroughly enjoys is helping clients connect their spending habits with influences such as how they were raised, while also showing them how these behaviors are controllable and the way that small changes can have a huge impact on their future. Add in his talent for reading between the lines to help clients express their true dreams, and it’s no wonder Michael forges strong, trusting relationships with his clients.

Michael has a passion for details and efficiencies, so it was only natural for him to evolve into Brio’s Director of Operations as well. When wearing that hat, he oversees the entire Brio operations team to improve the customer experience. Michael is also part of the leadership team, committed to making Brio the best it can be for all clients and empowering his colleagues to do the same

  • B.S, Economics, North Carolina State University 
  • FINRA Series 65 licenses


Michael enjoys going on long walks with his half Lab, half Australian Shepherd dog, Cali, dining out with his wife Hanna and bourbon tasting with anyone. He’s also an avid sports fan including rugby. He is generally cheering along for the South Africa Springboks, Carolina Panthers and NC State Wolfpack.