Michael has a Bachelor of Science degree in Accounting from St. Joseph’s University and an education certificate from the College for Financial Planning.
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 annuity, 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.
Michael joined YHB in 2022 with Glass Jacobson Financial Group. He comes with over 10 years of experience.
Michael specializes in accounting and tax compliance and has extensive experience working 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. He also helps his clients with income tax planning, investment management, and retirement planning.