Michael joined HB Wealth in March 2026 after many successful years as a senior financial advisor in the Atlanta area. He helps individuals and families make smart financial decisions through comprehensive wealth management and investment advice. He especially enjoys guiding those making the transition from work into retirement and helping clients use their money to add as much joy to their lives as possible.
Michael comes to HB Wealth after many successful years as a senior financial advisor in the Atlanta area. Michael led the Investment Committees at Creative Financial Group and LongView Wealth Management. There, he revamped the overall strategy and implemented processes that led to improvements in investment performance, client communication, and compliance.
Michael has appeared and been quoted in numerous media outlets, including Money Magazine, Chicago Tribune, The Atlanta Constitution, and WSB-TV. He is a past president of the Financial Planning Association® of Georgia.
Michael earned his Bachelor’s in Business Administration from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER®.
In his time away from work, Michael enjoys spending time with his wife Caren, daughter Alex, and their dog Monty, traveling, live music, and is a fan of the Atlanta Hawks and Buffalo Bills. He is known for his above-average Dad Jokes (well, he thinks so).