Mike specializes in comprehensive wealth management for high net worth and ultra-high net worth families. Mike serves as the personal CFO of his clients’ multi-generational personal balance sheets. His independent, objective approach optimizes the growth of a client’s balance sheet on an after income tax and after estate tax basis, while maintaining proper cash flow. Mike is known for consistently advocating for his clients’ best interests. His 25 years with Plante Moran have given him experience in dealing with clients from both a business perspective and a personal financial perspective. His wealth management and tax experience gives Mike a unique skillset to help optimize the personal financial situation for wealthy individuals and their families.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.