A frequent seminar leader and lecturer, Michael specializes in working with physicians, business owners, and corporate executives. He is the President and CEO of Wealth Planning Network, Chicagoland’s premier wealth management and estate planning firm. Michael has been a financial advisor in the area for over 25 years and has successfully helped hundreds of high net worth clients achieve their financial goals. He lives locally in Western Springs with his wife and children.
Michael was recently named for the seventh year in a row by Medical Economics Magazine as one of the Best Financial Advisors for Doctors. He was also honored by Chicago Magazine for the eighth consecutive year as a FIVE STAR Wealth Manager according to QMI Research. Only 2% of advisors receive the FIVE STAR Wealth Manager Award.
Prior to establishing Wealth Planning Network, Michael served as Vice President at Merrill Lynch and was also Executive Vice President and Managing Director of Heritage Bank’s Financial Services Division. He holds a Bachelors Degree in Finance from Aurora University.