Michael has spent the past 17 years specializing in tax planning and tax preparation, while managing the local tax office of a national company. His focus was developing strategies for clients to save more of their hard earned tax dollars.
After being an investor in the Exempt Market space for over 10 years, Michael realized the opportunity of being able to bring private equity investments to retail investors. Pinnacle Wealth Brokers is a leader in the Exempt Market industry and was a logical choice for Michael to begin his career as a Private Equity Market Specialist.
Michael enjoys building quality, long lasting relationships with clients built on education and trust.
He will meet his clients wherever it suits them best, whether it is over coffee, in his office or at their home at the kitchen table.
Michael is married with two children who are very active. He enjoys family summer vacations and looks forward to visiting Hawaii in the future.