Mike joined HB Wealth in early 2013 and is a Shareholder of the firm. He works with a wide range of high-net-worth clients, specializing in sophisticated investments, tax planning, estate planning, and philanthropy. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL and then worked at a large multi-family office (MFO) based in Buckhead.
Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Master of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER® practitioner, a Certified Private Wealth Advisor® designee, a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.
Mike sits on the board of Georgia GOAL Scholarship Program, is a member of the Investment Committee for Cristo Rey Atlanta Jesuit, and serves on Ur Worth It! as Finance Chair. He also was selected and served on the AICPA PFP Executive Leadership Committee. Finally, Mike is a member of both the American Institute of Certified Public Accountants – Personal Financial Planning Division (AICPA PFP) and the Georgia Society of CPAs.
Mike resides in Brookhaven, GA with his wife, Mina, and their sons, Oliver and Oscar. In his spare time, he enjoys golf, traveling, visiting with family, and watching Notre Dame football games.