When it’s time for a clear process that handles all the details, it’s time for Michael to step on to the scene. Growing up in the southwest suburbs before moving to Chicago, Michael came to WealthPlanners after working in a global family office. He knows that the details are the magic and if you can handle them, you can handle anything.
Perhaps more importantly, though, Michael likes to really understand his clients; what matters most to them, why it matters, and why they’ve made the decisions they have along the way. He helps the plan so that the number of curve balls that have to be handled are kept to a minimum.
When he’s not working with clients, he’s golfing, at a Cubs game, grilling or snowmobiling.