With over a decade of experience in wealth management, Michael has honed his expertise in comprehensive financial & estate planning. In addition to working with the firm’s clients, Michael is responsible for overseeing the wealth planning department and aligning firm talent and resources to deliver an exceptional client experience. Michael was born and raised in northeast Ohio, and lives in Shaker Heights with his Wife and two boys. Outside of the office, Michael is an avid reader, and actively engaged in philanthropic engagements across northeast Ohio. Michael believes in the power of resilience and continuous improvement, a philosophy that he applies to both his personal and professional life.