Mike is an established veteran in the financial services industry, with experience in managing wealth for affluent individuals and families, small business owners, women in wealth, and high net worth professionals. As Managing Director, Mike spends much of his time preparing and executing tailored financial plans for his clients. With thorough and strategic planning, he helps his clients meet their immediate and long-term investment needs, philanthropic goals and lifestyle objectives. With over 30 years of experience, Mike started his career at Lehman Brothers, followed by a decade at Merrill Lynch. Most recently, he was a Senior Vice President at UBS. Mike has been recognized as a Forbes