Mike helps individuals and families identify and achieve their personal and generational goals through comprehensive and practical guidance. He proactively collaborates with his clients on a broad range of issues including investments, financial planning, trust and estate concerns, and evaluating the trade-offs involved in complex financial decisions. He also acts as a liaison coordinating efforts with both internal and external professionals such as tax, estate, or insurance experts on behalf of his clients. Mike has worked directly with families and institutions in the wealth management industry for over 15 years. He began his career in New York by co-founding a wealth management firm,