My Approach

Michael employs a holistic approach, coordinating with outside tax and legal advisors, Stifel’s professionals, and other outside specialists as needed.  He wants to know as much as he can about you, your finances, and your goals to develop a highly individualized plan. 

Working with a select group of clients enables him to provide specialized attention to your wealth management plan, serving as your guide through periodic review discussions with you, so you have more time to focus on what’s most important:  family, friends, hobbies, and living your best life.   

Michael is committed to a high level of communication, regardless if the market is up, down, or volatile.  He values the money you invest and understands the importance of moving forward over time – not idle or backward – on the journey toward your goals.