Mike joined HB Wealth in August 2025 as a Shareholder and Senior Wealth Advisor, bringing nearly 20 years of experience in comprehensive wealth management. Before joining HB Wealth, he spent almost nine years at Balentine in Atlanta, where he served as a Principal and Senior Relationship Manager. In that role, he advised high-net-worth individuals and families on complex investment strategies, tax optimization, and multi-generational estate planning, with an emphasis on aligning wealth with long-term family utility and legacy goals.
Earlier in his career, Mike was an Investment Associate at JP Morgan Advisors, where he supported portfolio construction and client relationship management. He began his career at AllianceBernstein in the Atlanta office, spending eight years developing expertise in financial planning, asset allocation, and client engagement, forming the foundation for his long-term success in serving sophisticated client needs.
Michael earned his B.B.A. in Management with Honors from the University of Georgia in 2004. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association of Georgia, a graduate of the Atlanta Philanthropic Advisor Leadership Institute, and a member of the Atlanta Estate Planning Council.
Michael lives in Dunwoody with his wonderful wife and two energetic sons who keep life anything but boring. In his rare moments of quiet, he enjoys reading, exploring new restaurants, reflecting on paradoxes, and passionately supporting the Georgia Bulldogs, although he often succumbs to the questionable choice of cheering for the Dallas Cowboys.