Mike takes a holistic approach to help his personal and business clients achieve their short and long term financial goals.
Mike specializes in advising high-net-worth families on their tax, charitable and estate planning needs. He also works with business owners on transferring businesses from one generation to the next.
As Director of Taxes, Mike believes in empowering his team to set and accomplish their career goals. He is committed to improving employee and client experience by implementing best-in-class software and processes.
When not at the office, Mike enjoys spending time outside on sunny days with his children and watching movies inside on cozy winter nights. He loves golf, so much so that he and his twin brother have a bucket list of golf courses they wish to play on someday. He loves baseball, specifically the Chicago Cubs.