Skip to Content

Experience

I specialize in helping ultra-high-net-worth individuals and families optimize their personal balance sheets. Using a holistic approach to wealth management, I work with our clients to connect the dots among their investment portfolios, estate plans, wealth transfer needs, income taxes, trusts, insurance needs, and philanthropic goals.
View More of Mike's Experience

Specializes In

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.

Additional Thoughts

Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read
How to avoid benefits missteps after a foreign acquisition
Joseph Rankin
Article July 17, 2018 5 min read
Consumer sentiment declines modestly in early July
Jim Baird Wealth Management
Blog July 13, 2018 1 min read
Consumer inflation edges higher again in June
Jim Baird Wealth Management
Blog July 12, 2018 2 min read