About Michael
Michael works with large clients that have complex planning needs. His experience as a tax partner and board member of a large regional CPA provide him the foundation to help clients navigate and execute tax and estate planning opportunities.
Michael has been advising clients on their concentrated stock holdings, Qualified Small Business Stocks, Restricted Stock Units, and stock options (Incentive Stock Options and Non-Qualified Stock Options) since the mid-1990s. In 1999, he co-founded Adero Partners, a full-service wealth management firm. Under his leadership, the firm grew to 55 people and more than $4.5 billion in assets under advisement prior to joining Focus Partners.
Outside of the office, Michael loves to travel with family and friends. Some of his favorite locations include Mexico, Maui, Costa Rica, and Europe. He has played competitive soccer most of his life and still loves to play the “Beautiful Game.” He believes the World Cup (especially in Europe) is the greatest event on the planet!
Education and Professional Milestones
-University of California, Berkeley – bachelor’s degree
Michael works with large clients that have complex planning needs. His experience as a tax partner and board member of a large regional CPA provide him the foundation to help clients navigate and execute tax and estate planning opportunities.
Michael has been advising clients on their concentrated stock holdings, Qualified Small Business Stocks, Restricted Stock Units, and stock options (Incentive Stock Options and Non-Qualified Stock Options) since the mid-1990s. In 1999, he co-founded Adero Partners, a full-service wealth management firm. Under his leadership, the firm grew to 55 people and more than $4.5 billion in assets under advisement prior to joining Focus Partners.
Outside of the office, Michael loves to travel with family and friends. Some of his favorite locations include Mexico, Maui, Costa Rica, and Europe. He has played competitive soccer most of his life and still loves to play the “Beautiful Game.” He believes the World Cup (especially in Europe) is the greatest event on the planet!
Education and Professional Milestones
-University of California, Berkeley – bachelor’s degree