Education and Training:
- MBA Marketing, DePaul University
- BS Consumer Economics, University of Maryland
Community, Charitable or Professional Organizations/Associations:
Michael is actively involved as a Trustee at Temple Emanu-El in Westfield, NJ, as well as on the budget and finance committees.
My mission is to hold powerful, transformative conversations about wealth with his clients. He is driven to expose the dangers inherent in traditional financial planning. His intention is to show people what’s possible with regard to their personal finances and to enroll them in a new conversation about how they handle their finances.
Michael and his wife reside in Westfield, NJ with their two daughters. He enjoys golf, skiing, cycling, and the Yankees.