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Experience

Mike joined Plante & Moran in 1991 as a member of the audit staff and spent a significant amount of time on tax-related issues for individuals and family-owned businesses. He joined Plante Moran Financial Advisors (PMFA) in 1993. He has served as a member of the PMFA Investment Committee and the PMFA Research Committee. Mike’s areas of expertise include investment consulting, estate planning, and income tax planning for individuals (primarily related to investment or employee stock option planning).

Mike received his bachelor of business administration degree from the University of Michigan – Dearborn. His professional affiliations include the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants. He is also past president of the Financial and Estate Planning Council of Macomb. Mike was recently recognized as a 2017 Five Star Wealth Manager. 

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.
 
 

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