Guardian of the Wealth of the Most Productive People on Earth.
For more than two decades, Michael has been helping clients accumulate, preserve, protect and distribute wealth in the most tax advantageous manner. His work includes comprehensive financial, investment, estate and business succession planning. His clients are successful business owners, retirees, pre-retirees, widows/widowers and professionals. Clients choose to work with Michael because of the creative ideas he brings to the table, because he coordinates with their other advisors (attorneys and CPAs) and because he acts as their catalyst to get things done.
Mike has earned the CERTIFIED FINANCIAL PLANNER™ certification. His other credentials include a Bachelor’s degree in Business Administration from the Ross School of Business at the University of Michigan and a Master’s degree in Business Administration from the Mendoza College of Business at the University of Notre Dame. He holds various securities and insurance licenses. He is a member of the President’s Cabinet*, an internal award based on sales as well as good standing with the firm and FINRA and Sagemark Consulting Private Wealth Services**, an internal organization of top planners who focus on clients in the high net worth market.
Mike is a speaker/presenter/author/educator for various groups, associations and corporations.
Active in the community, Mike serves or has served as a board member of Yatooma’s Foundation For The Kids, University of Michigan Alumni Assoc., Notre Dame Alumni Assoc., Sigma Alpha Epsilon Alumni Assoc. and the Detroit Golf Club. He is an advisor to the Ocular Immunology and Uveitis Foundation and member of the Personal Financial Planning Task Force of the Michigan Association of CPAs. For years, he volunteered as a Little League baseball coach. He’s a bit of a car guy and his other interests include fitness, exercise and nutrition.
Mike lives in Bloomfield Hills MI with his children Alexander, Raquel and Jenna.
Contact Michael c/o
Lincoln Financial Advisors
1000 Town Center, 26th Floor
Southfield, MI 48075
If you would like to receive his popular Weekly Market Review email, please send him your email address.
*This internal LFN recognition is based on sales amounts as well as good regulatory and firm standing.
** An internal Lincoln Financial Network organization of top planners who focus on client’s in the high net worth market.