Mike is a Certified Financial Planner™ professional, demonstrating his commitment to meeting the CFP Board’s continuing education requirements and practicing with high ethical standards. He prides himself on creating a thoughtful, deeply personalized client experience. He explores the intricacies of clients’ financial lives – from their long-held goals to their near-term needs – to craft comprehensive plans. Recognizing the importance of clear communication, he keeps clients informed each step of the way, frequently touching base and updating their financial plans as their circumstances change.

Mike is also a Certified Exit Planning Advisor, drawing from his experience in financial planning to help counsel his clients on the best strategies to increase the value of their companies and achieve their personal financial goals.

Mike is actively involved in the Austin community. He sits on the executive committee for the Alliance of Merger and Acquisition Advisors Austin Chapter. He also is the Director for the National Association of Divorce Professional’s Austin chapter. He built the chapter in 2022 and takes pride in the fact that he has access to the best professionals in Austin when it comes to divorce. Whether it is a Financial, Legal, Residential, or Mental Health issue, he is surrounded by a group of professionals who can help.

Originally from New York, Mike moved to Austin in 2020 and provides wealth management to clients across the country.