Michael’s work centers around young professional families – in technology.
Michael has learned his job is to provide accountability for clients who want to stay on top of their financial goals, all while keeping them in the loop about those tiny details they don’t know they don’t know. In practice since 1998, he’s found that small things done with intelligence over time make a huge difference.
Michael empowers his clients to take advantage of the simple, high-impact financial planning strategies that make all the difference in laying out their futures.
Schedule a 15-minute introductory call with Michael to discuss the possibilities for your own financial future.
Michael graduated from Wake Forest University and completed his MBA at San Francisco State University. He is married with four young children.