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Michael has over 10 years of financial planning and investment management experience working with high-net-worth families, including advising on their charitable foundations and endowments. He is passionate about helping clients achieve their financial goals so they can focus on what matters most to them.

Michael graduated with a bachelor’s degree in Economics from the University of New Mexico, then completed his financial planning certification through Boston University. He was awarded the Certified Financial Planner (CFP) designation in 2011 and became a Chartered Financial Analyst (CFA) charter-holder in 2019.