- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Mike advises business owners, high-net-worth families, and executives in the areas of estate planning, risk management, and retirement planning.
Experience
Before joining Northern Trust in 2008, Mike was a Senior Manager in Grant Thornton's Family Wealth Planning practice. He advised business owners, high-net-worth families, and executives in the areas of estate planning and income tax planning. Prior to his tenure with Grant Thornton, he spent four years in the tax department with PricewaterhouseCoopers.
Community Involvement
Mike is a Financial Coach and Tax Preparation Volunteer for the United Way.
Education
Mike graduated with honors from the University of Notre Dame, earning a BBA in accounting. He went on to receive his Masters of Accountancy with an emphasis in taxation from the University of South Florida.
Credentials
Certified Public Accountant (CPA). Chartered Financial Analyst (CFA). Certified Financial Planner (CFP®).
Tampa
Cash Services Unavailable | ATM Available*
1001 Water Street
Suite 900
Tampa, Florida 33602