Michael is a Partner providing comprehensive financial planning, wealth management and tax preparation services. Prior to joining the firm, Michael was the Manager of Investment Services and Investment Counselor at The Colony Group, a nationally ranked Family Office according to Barron’s. Prior to The Colony Group, Michael worked at Clarfeld Financial Advisors, a nationally ranked Family Office according to Barron’s. Michael spent 14 years at Clarfeld where he started as a Tax Preparer/Financial Planner and advanced to the Director of Portfolio Management. In this capacity, he was responsible for the monitoring, construction, and implementation of client portfolios. In addition, he was re