Michael assists in protecting and enhancing clients’ financial goals, so they can focus on what matters most to them. Adept at cultivating relationships, he is driven to help families confidently pursue their purpose and passions while also honing their legacy through financial objectives and development. With significant experience serving founders and owners in the consumer products industry, he has assisted hundreds of entrepreneurs through liquidity planning, pre-sale and post-sale planning, exit strategies, and transition and succession planning.
Prior to Choreo, Michael was co-founder and president of a large, bank-owned family office. He also has extensive experience at a Big Four firm.
Michael is an avid sports enthusiast and enjoys golf, biking and hiking. He also is active in his community and volunteers at local organizations.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS