With nearly 30 years of wealth management experience, Mike?s primary responsibility is centered on sophisticated legacy planning for affluent individuals and families and retirement plan consulting. He coordinates with other professional advisors to provide integrated estate, tax and philanthropic strategies and has assisted both individual clients and non-profit organizations in setting up charitable trusts and private foundations. Mike has earned the designation of Wealth Advisor, Chartered Retirement Plan Specialist (CRPS®) and Certified Financial Planner (CFP®) .

• Graduate Studies at Columbia University in New York City
• Certificate in Personal Financial Planning from Univeristy of California, Berkeley
• Undergraduate Studies at Middlebury College in Vermont and International Christian University in Tokyo, Japan

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