Mike joined Homrich Berg in early 2013. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL. Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Masters of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® designee , a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.