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After completing law school, Michael planned a career focused on the legal aspects of estate planning. As a professional consultant at Moneta Group, he especially enjoys the opportunity to be involved in all the financial issues facing clients as they address the larger questions of their estate plans.
As a Family CFO he handles a wide array of financial issues for clients including cash management, retirement planning, tax planning and estate planning. Using a variety of sophisticated financial tools, Mike is able to help clients achieve their financial goals in a tax efficient manner. He enjoys the challenges of constantly learning and updating his knowledge-base and skills to keep abreast of a constantly changing tax landscape.
Michael joined Moneta Group in October of 2009. Prior to Moneta, Michael was an auditor for Ernst & Young in Kansas City, Missouri.
- J.D., Concentration in Taxation, Saint Louis University School of Law
- MACC, Concentration in Taxation, University of Missouri
- Certified Public Accountant
- Missouri Bar Association member
- St. Louis Metropolitan Bar Association member
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