Michael’s focus is on estate and succession planning, asset protection, business planning, risk management and income tax planning. He has spoken at wealth management conferences and on university campuses, and is a frequent contributor to industry publications, including The Wall Street Journal, The Journal of Financial Planning®, Wealth Manager Magazine, Investment News, and Registered Rep Magazine. With a background in public accounting at Ernst and Young, Michael is a licensed Continuing Education Provider for Certified Public Accountants. He lives in Pittsburgh, with his wife, Erin and their son, Logan.
Education & Certifications
B.S.B.A. with majors in Accounting and Information Technology, Duquesne University
CERTIFIED FINANCIAL PLANNER™ Professional
Professional Licensed Certified Public Accountant
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Jan, 2018 | Recent News