He specializes in income & transfer taxation, business succession and pre-sale exit planning. He works directly with families to build, harvest, and preserve wealth. Specifically, Michael helps families focus on enterprise value and simplifying the process of aligning business, personal, and financial goals.
Prior to Choreo, Michael co-founded a large multi-family office located in Charlotte, NC. He also has an extensive background with one of the world’s largest public accounting firms where he served in numerous client service and leadership roles.
Michael is an avid sports enthusiast and enjoys golf, biking and hiking.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS