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…

Do presidential approval ratings correlate with stock market performance?
Jim Baird Wealth Management
Blog September 17, 2020 1 min read
Can market performance foreshadow the election outcome?
Jim Baird Wealth Management
Blog September 17, 2020 1 min read
Rent disruptions highlight need for real estate portfolio diversification
Zach Brown Plante Moran REIA
Article September 16, 2020 4 min read
August retail sales increase by 0.6%, coming in short of expectations
Jim Baird Wealth Management
Blog September 16, 2020 1 min read