Michael is Principal in our Rockville office who possesses an impressive educational background and over three decades of experience in the field. He holds a Bachelor of Science degree in Accounting from St. Joseph’s University, which has equipped him with a solid foundation in financial principles. Additionally, Michael has an education certificate from the College for Financial Planning, further enhancing his expertise.
He became a certified public accountant (CPA) in 1992 and a certified financial planner (CFP®) in 1997. He is an investment advisor representative, an accredited investment fiduciary, an accredited domestic partnership advisor (ADPA) and a certified divorce financial analyst (CDFA™). He also is a licensed life, and health insurance agent. Michael is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA), and the Financial Planning Association.
Specializing in accounting and tax compliance, Michael has cultivated extensive experience across a diverse range of industries. He has worked closely with real estate management and development firms, professional service businesses, retailing, franchises, hi-tech industries, investment companies, start-ups, not-for-profit organizations, and medical practices.
In addition to his exceptional accounting and tax compliance skills, Michael provides valuable guidance to his clients in various financial areas. He assists them with income tax planning, investment management, and retirement planning, ensuring their long-term financial success. By leveraging his extensive knowledge and insights, Michael helps his clients make informed decisions that align with their financial goals.
