Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner™ professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning.
Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to help manage their unique financial needs and objectives. Understanding a client’s personal, professional, and financial goals are essential to Michael’s planning process. He is committed to an independent approach that provides a backdrop for objective decision making.
Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a member of various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executive’s Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS).
Michael has resided in Lincoln Park for more than 20 years. Together, with his wife Katie, they enjoy the outdoors, mountain biking, boating, and traveling along with serving their community and favorite charities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.