Michael joined us as a member of Gary McMahon’s team at the Chicago office. Previously at Northern Trust, where he worked with high-net-worth clients, primarily in investment management. He holds his CFA® (Chartered Financial Analyst) designation and is a member of the CFA Society of Chicago.
Michael describes himself as a people person, who likes helping others and making a difference in their lives. Michael specializes in investment management, tax planning, and planning for small business owners. Originally from Aurora, he is a University of Missouri graduate with a Bachelor of Science in Business Administration degree in Economics. While at Mizzou, he was a Future Business Leaders of America member and enjoyed playing volleyball and flag football. Michael and his wife Erin currently live in Chicago’s West Loop neighborhood. Michael is also a proud board member of the Bounce Children's Foundation, always attending and volunteering at their events.
In his free time, he enjoys volleyball, golfing, cooking, traveling, and is a self-proclaimed movie buff and foodie. His notable gastronomic feat includes devouring two Philly Cheesesteak sandwiches after a full Italian dinner during a visit to Philadelphia.
Michael is a Registered Representative and Investment Adviser Representative. He offers securities in Illinois and is insurance licensed in Illinois.
