Michael brought a vast array of business skill when he joined the team. His acumen extends from the financial markets and risk mitigation to financial planning for business owners and families. Michael’s focus is on helping families and business owners grow and protect their wealth in a tax-efficient manner, helping to allow the transfer of wealth to future generations.

Always the entrepreneur, Michael has built businesses on the trading floors of Chicago as well as in the fast-paced world of hedge funds. His practice is built around relationships with his clients that extend beyond the products used to implement the financial strategies. His philosophy is that the plan itself is paramount to the success of his clients. Michael has always felt that giving back is a very important and rewarding part of life. He has continued his involvement with Brandeis University as a member of the National Board of Directors of the Alumni Association as well as involvement with other charitable organizations, both local and national.

Michael and his wife live in Deerfield, Illinois with their three daughters. Michael enjoys watching his children’s activities as well as getting out on the golf course to try to regain the elusive single-digit handicap.

Credentials: Certified Financial Planner™ (CFP®), FINRA Series 7 and 66 Securities registrations, licensed in Life, Health, and Long-Term Care insurances.

Education: Brandeis University, Northwestern University

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.