Mike strives to fully understand each client’s personal and professional background and goals, and to make complex financial matters easy to comprehend and implement.  Clients love his patience, empathy and sincerity; and feel they have a true partner to help them achieve their financial goals.

Mike’s insights on financial planning come from decades of experience in Washington-area businesses and wealth management services.  He has experience in retirement, tax, and estate planning, as well as investment analysis.  Prior to entering the wealth management field, Mike had a successful multi-faceted career at local businesses such as Blackboard, UUNET and National Public Radio.

Mike earned his CFP® Professional Education from the College for Financial Planning, an MBA from George Mason University, and a B.A. from the University of Virginia.  He is a CERTIFIED FINANCIAL PLANNER™ professional.

Mike’s current and previous professional and community memberships include:  the Northern Virginia Estate Planning Council (President in 2022), the McLean Estate Planning Council, the Financial Planning Association, the George Mason University Business Roundtable, and the Board of Directors of the Tuckahoe Recreation Club.