Mike works with high-net-worth individuals and families, providing a holistic approach to wealth management. He has over 31 years of experience in the financial services industry and began his career with Legg Mason after receiving a Bachelor of Science degree in finance from the University of Maryland and joined Morgan Stanley in 1992. As a CERTIFIED FINANCIAL PLANNER™ certificant, Mike focuses on financial and wealth transfer strategies for high-net-worth individuals with emphasis on long-term growth of capital. Mike is a proud recipient of the Forbes Best-In-State Wealth Advisor award in 2022 and 2023.
Mike has been active in the Washington, D.C. community for over 20 years serving on local charitable and civic boards. He recently served on the Leukemia and Lymphoma Board and coaches hockey in his spare time.
