About Michael
By leading with education and understanding, Michael (Mike) helps clients take control of their financial lives and achieve their wealth management objectives. He joined the financial services industry because he believes that health and financial security are the two most important parts of a happy and fulfilling life, and he is dedicated to helping clients establish and maintain a healthy financial foundation. Mike is passionate about forming relationships with his clients, gaining insight into what is most important to them and their families, and taking a planning-first approach to their investment management.
Mike works with corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals. His client-first philosophy means he has an in-depth understanding of his clients’ financial lives, which enables him to find the ideal solutions for their needs and objectives.
Mike joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Before that, Mike worked more than 12 years for JPMorgan Chase & Co., where he focused on retirement planning, college education funding, and developing income strategies through careful financial planning and investment management.
When he’s not in the office, Mike enjoys spending time with his wife, two kids, and the family dog. He is a fan of all things sports and movie related and enjoys traveling (as long as it’s somewhere warm).
Education and Professional Milestones
-Western Governors University – bachelor’s degree in business management
-Purdue University Global School of Business – master of business administration
By leading with education and understanding, Michael (Mike) helps clients take control of their financial lives and achieve their wealth management objectives. He joined the financial services industry because he believes that health and financial security are the two most important parts of a happy and fulfilling life, and he is dedicated to helping clients establish and maintain a healthy financial foundation. Mike is passionate about forming relationships with his clients, gaining insight into what is most important to them and their families, and taking a planning-first approach to their investment management.
Mike works with corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals. His client-first philosophy means he has an in-depth understanding of his clients’ financial lives, which enables him to find the ideal solutions for their needs and objectives.
Mike joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Before that, Mike worked more than 12 years for JPMorgan Chase & Co., where he focused on retirement planning, college education funding, and developing income strategies through careful financial planning and investment management.
When he’s not in the office, Mike enjoys spending time with his wife, two kids, and the family dog. He is a fan of all things sports and movie related and enjoys traveling (as long as it’s somewhere warm).
Education and Professional Milestones
-Western Governors University – bachelor’s degree in business management
-Purdue University Global School of Business – master of business administration