About Michael
Michael works with financial consultants and their clients to engage in comprehensive wealth management, including deep conversations regarding financial planning, taxes, estate planning, and complex investment strategies best suited for them based on their distinct goals and circumstances. He is responsible for introducing and presenting the firm’s full service offering to high net worth and ultra-high net worth families in the Bay Area.
With over 20 years of experience, Michael has held various leadership positions throughout his career, including 15 years at Charles Schwab leading multiple branches, and most recently acting as the Managing Director of the wealth management consulting platform. Prior to working at Charles Schwab, he served as a Financial Advisor and District Manager at a large, national financial planning firm.
Outside of the office, you can find Michael spending time with his wife, Ashley, two daughters, Pepper and Maesyn, and preparing to welcome a new addition to the family later this year. In his spare time, he enjoys exploring new restaurants, trying different workouts in the gym, and traveling internationally, especially to his favorite country, Italy.
Michael works with financial consultants and their clients to engage in comprehensive wealth management, including deep conversations regarding financial planning, taxes, estate planning, and complex investment strategies best suited for them based on their distinct goals and circumstances. He is responsible for introducing and presenting the firm’s full service offering to high net worth and ultra-high net worth families in the Bay Area.
With over 20 years of experience, Michael has held various leadership positions throughout his career, including 15 years at Charles Schwab leading multiple branches, and most recently acting as the Managing Director of the wealth management consulting platform. Prior to working at Charles Schwab, he served as a Financial Advisor and District Manager at a large, national financial planning firm.
Outside of the office, you can find Michael spending time with his wife, Ashley, two daughters, Pepper and Maesyn, and preparing to welcome a new addition to the family later this year. In his spare time, he enjoys exploring new restaurants, trying different workouts in the gym, and traveling internationally, especially to his favorite country, Italy.