Mike has been serving families and individual investors for 25 years, helping them to navigate the complexities of their wealth and enhancing their financial lives. Mike began his career with Morningstar and subsequently worked for other leading financial firms including Fidelity Investments, U.S. Trust and, J.P. Morgan Private Bank, where he used his expertise as a CERTIFIED FINANCIAL PLANNER™ professional to advocate for the financial needs of high and ultra-high net worth families and family offices throughout the country. Mike’s passion for finance and wealth management originated with his studies at the University of Illinois where he received his B.S. in Finance.
As Managing Director and Senior Wealth Management Advisor, Mike, an avid and constant consumer of financial data and information, is an ardent advocate for his clients at Alpine Private Wealth, working with them to protect their wealth while solving challenging financial, estate planning, and tax issues. Mike is closely involved with building out the firm’s planning services.
Mike currently serves as a Board member and Chairman of Development for the Alexander Graham Bell Association for the Deaf and Hard of Hearing (A.G. Bell) in Washington, D.C. In the past, Mike was an active member of the Board at St. Joseph’s Institute for the Deaf, a founding Board member of Make A Wish of Missouri Young Professionals, and served on the Investment and Development Committees for Variety the Children’s Charity of St. Louis.