Mike has been with Tarbox for over twenty years. After serving as Chief Investment Officer for the last decade, Mike assumed the role of Director of Wealth Management, providing thought leadership in comprehensive financial planning for client families and their related businesses and charitable entities. Mike has expertise in stock option planning and a love for economic research. Before joining Tarbox, Mike worked as a senior financial analyst and division finance manager at Electronic Data Systems (EDS). During his eleven years with EDS, Mike lived and worked in Dallas, London, and, finally, Southern California. Mike decided to pursue the CFP® designation to combine his financial acu