Skip to Content


I specialize in serving ultra-high-net-worth and family office clients – many of whom own, or have owned, a multi-generational family business. Using a holistic approach to wealth management, I collaborate with clients and a broad team of specialists to connect the dots between a client’s operating business, financial plan, investment portfolio, wealth transfer goals, income and estate tax exposure, risk management needs, and philanthropic goals in order to optimize their personal balance sheet on an after-tax, after-fee basis.

View More of Mike's Experience

I compete in regional and national amateur golf tournaments. I’ve always loved playing competitive golf, as well as the pursuit of continuous improvement. I have competed in national championships conducted by the USGA, the WGA, and the NCAA.  

You might also like…

Selling your business? Start with your personal finances
Kevin Benson Wealth Management
Article August 18, 2020 7 min read
2021 Year-end Webinar Series
Webinar Dec. 2, 2021 1 min read
How does the COVID-19 stock market decline and subsequent recovery compare to other periods?
Jim Baird Wealth Management
Blog November 11, 2021 1 min read