Michael has served as a trusted advisor to individuals, families and businesses for over two decades. He has decades of experience in designing, implementing and maintaining strategy-driven integrated estate and financial plans based on the principles of Love & Relationships.

Michael guides individuals, families and businesses through a powerful planning process centered on how to live a balanced life centered around relationships, purpose and money. He has a unique skillset in utilizing methods, strategies and advanced planning techniques to arrive at solutions for bringing families together around estate and financial planning, cultivating a healthy relationship with money, wealth, financial sustainability, and expression of purpose and abundance. Thus, leaving you with a sense of peace, clarity and financial and material well-being.

Additionally, Michael consults for the Vipassana Community Foundation and its prospective donor’s individual estate planning and financial planning needs. The Vipassana Community Foundation is a non-profit corporation whose purpose is to receive, manage and distribute charitable donations throughout North, South and Central America to support growth of the teaching and practice of Vipassana Meditation. The Foundation is qualified as a non-profit organization under 501(c)(3).

Michael is skilled in how to ask transformational questions around the relationships with money. Asking the right questions relates directly to the heart of each client's, estate and financial planning goals and objectives. He combines the insights and wisdom from his own dedicated meditation and mindfulness practices with his over two decades of experience as an estate and financial planner.  

Michael’s planning work is individually tailored to assist clients to fine tune, heal, grow and thrive around the relationship with money. Thus, moving out of the paradigm of fear and uncertainty, lack and stinginess and into the Heart of Peace and Abundance. 

In addition to being a sought-after financial professional, Michael is a yoga instructor and former yoga studio owner who has taught tens of thousands of yoga classes and workshops including helping to build a yoga program at the renowned, Johns Hopkins Medical Center, where he received two Letters of Recommendation for his teaching skills and contributions to the Johns Hopkins wellness program. He brings a contemplative approach to his work that comes from 20 plus years of meditation and yoga practice. 

Michael provides a level of experience to the planning process that is unique, insightful and powerfully life-changing.