Skip to Content

Experience

As the leader of the firm’s Chicago wealth management practice, I specialize in personal, holistic, and comprehensive wealth management. Serving as the unbiased personal CFO for many high-net-worth individuals and families, I strive for an independent, objective approach that optimizes the growth of a client’s balance sheet on an after-income tax and after-estate tax basis — while maintaining proper cash flow. 
View More of Michael's Experience
I enjoy horse racing and have even participated in a horse race.

You might also like…

Jobless rate falls to 3.5% on strong payroll gain
Jim Baird Wealth Management
Blog December 6, 2019 1 min read
Health and financial wellness programs: The game has changed
Dori Drayton Wealth Management
Webinar Wednesday, Dec. 4, 2019, 2 – 3 p.m. EST 1 min read
Q3 GDP revised up to 2.1%
Jim Baird Wealth Management
Blog November 27, 2019 2 min read
Confidence slips modestly in November; expectations component improves
Jim Baird Wealth Management
Blog November 26, 2019 1 min read