Principal & Director of Wealth Management
As Director of Wealth Management, Michael brings over two decades of experience to his role overseeing financial planning and portfolio management operations. He coordinates the evaluation, development, and execution of customized client solutions. Michael is also responsible for the market research and analytics that contribute to the tactical management of investment strategies.
When Michael was first introduced to the doctrines of finance, he had found the path on which to take his career. “Economics affects every person and business. A strong grasp of economics provides a valuable foundation of understanding how much of the world works.” Michael harnessed this perspective into financial services where he could help families plan for and achieve their financial goals.
Michael grew up in Cincinnati, Ohio before attending the University of Michigan where he received a bachelor’s degrees in Economics and Political Science. He resides in Ann Arbor with his son, Cameron.