With more than 30 years of experience in financial services, Michael helps individuals and families align their financial resources with their personal goals and long-term priorities. His areas of focus include retirement planning, investment management, wealth preservation, and the coordination of tax and estate planning strategies.
Michael takes a relationship-focused approach to financial planning, beginning with an understanding of what matters most to each client. His background in international hospitality helped shape his commitment to thoughtful service and building lasting relationships. He values helping clients navigate complex financial decisions with clarity and confidence, allowing them to focus on the people and experiences that matter most.
Professional Designations & Associations
Personal Life
Originally from New York, Michael lives in Washington, DC. Outside of work, he enjoys traveling, exploring new restaurants, attending cultural events and live music, particularly Phish and the Grateful Dead, and spending time with his family and black Lab, Reuben.
