Qualifications

EDUCATION
BA Accounting · Texas A&M University at Commerce

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants

MARKETS OF EXPERTISE
Affluent Individuals & Families

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance

Background

Michael is a Certified Public Accountant with 17 years of experience advising high-net-worth families and private equity funds. Specializing in advanced tax minimization strategies and proactive tax planning, Michael helps clients preserve wealth, manage complex transactions, and optimize tax outcomes across multiple jurisdictions.

Known for combining technical expertise with practical, client-focused advice, Michael guides trustees, family offices, fund managers, and individual investors through estate, partnership, and investment-structure considerations. His work spans compliance, strategic planning, and transactional support, with an emphasis on minimizing tax liability while aligning with clients’ long-term financial objectives.

Outside of work, Michael is married and lives with their daughter. They enjoy traveling and exploring new restaurants together.