Michael is the office Managing Partner in the Fort Worth office and specializes in healthcare, private clients, and real estate. He has over 15 years of experience in public accounting, with emphasis in wealth planning, high net worth tax, trusts and estate planning. Michael earned his Bachelor of Business Administration from Texas Wesleyan University. He is a member of Texas Society of CPAs and American Institute of Certified Public Accountants. Five Star Professional recognized 11 Dallas – Fort Worth area investment professionals with the Five Star Investment Professional award. View Michael’s listing here.
Michael was nominated by a client based on the following criteria: credentialed with appropriate state or industry licensures, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, accepting new clients. The evaluation criteria for this award is one-year client retention rate, five-year client retention rate, number of client households served, recent personal production and performance (industry specific criteria), education and professional designations/ industry and board certifications, pro bono and community service work.
About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional based on an objective research methodology tailored to the specific profession.
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