Michael brings more than two decades of experience helping individuals and families navigate complex financial decisions with clarity and confidence. His background includes senior planning and advisory roles at leading wealth management firms across the country.

Over his career, he has been personally responsible for the development and oversight of hundreds of detailed financial plans and has collaborated closely with CPAs, estate attorneys, trust departments, and insurance professionals to deliver integrated, client-focused solutions. He has also taught Financial Management for the Family Office at Pepperdine Graziadio Business School.

Michael lives in Southbury, Connecticut, with his wife and two children, and enjoys hiking and time outdoors.