Michael holds the designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA's are "America's Tax Experts", subject to the most rigorous continuing education and ethical requirements in the industry. Michael specializes in solutions for the unique tax and investment challenges faced by successful small business owners, company executives, professionals, and individuals approaching or enjoying their retirements.
In addition, as an Investment Advisor Representative, Michael provides select clients with an expanded level of wealth management & investment portfolio services that are tailored to their individual risk tolerances and unique financial goals.
Michael earned his B.S.B.A. with Accounting and Finance concentrations from Bryant University in Smithfield, RI. He is a long-time member of Mensa, as well as a member of the National Association of Enrolled Agents.
Michael is a die-hard Packers fan who can be found yelling at his television on football Sundays.