About Michael
For nearly 20 years, Michael (Mike) has combined his love for helping people with a passion for investing to provide clients with comprehensive and actionable financial guidance. A believer in continuing education and professional development, Mike obtained his CFP® certificate in 2007 and became a charterholder in 2011. Today he blends both skillsets – financial planning and investment analysis – to support the dynamic financial lives of his clients. In doing so, he views the financial plan as the proverbial roadmap which guides the path forward, while the investments are the engine that moves people toward their goals.
Mike joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Prior to that, he was a director at BMO Family Office, where he developed portfolios for ultra-high-net-worth clients that were tailored to their unique investment objectives. Before BMO Family Office, Mike was with Morningstar and Chicago Wealth Management.
When not working, Mike enjoys spending time with his wife and two sons, playing paddle tennis and learning golf. He also likes to explore the restaurants that make up the Chicago landscape.
Education and Professional Milestones
-Indiana University – bachelor’s degree in finance
-University of Chicago Booth School of Business – master of business administration
For nearly 20 years, Michael (Mike) has combined his love for helping people with a passion for investing to provide clients with comprehensive and actionable financial guidance. A believer in continuing education and professional development, Mike obtained his CFP® certificate in 2007 and became a charterholder in 2011. Today he blends both skillsets – financial planning and investment analysis – to support the dynamic financial lives of his clients. In doing so, he views the financial plan as the proverbial roadmap which guides the path forward, while the investments are the engine that moves people toward their goals.
Mike joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Prior to that, he was a director at BMO Family Office, where he developed portfolios for ultra-high-net-worth clients that were tailored to their unique investment objectives. Before BMO Family Office, Mike was with Morningstar and Chicago Wealth Management.
When not working, Mike enjoys spending time with his wife and two sons, playing paddle tennis and learning golf. He also likes to explore the restaurants that make up the Chicago landscape.
Education and Professional Milestones
-Indiana University – bachelor’s degree in finance
-University of Chicago Booth School of Business – master of business administration