With over 18 years of experience, Michael has held positions across multiple facets in the financial services industry. Michael provides a holistic approach to planning, ensuring a strategy is in place to achieve financial success and leave a legacy for future generations. Through a robust and comprehensive process, Michael leverages his knowledge in estate planning and taxation, income taxation, investment, risk management, retirement and education planning to ensure clients are able to achieve their objectives. Michael serves the greater Los Angeles and Ventura County markets with offices in Westlake Village and Beverly Hills. Prior to joining Alliance Financial Group, Michael was the Vice President for the Los Angeles & Central Coast Retail Banking Division of Union Bank with a team comprising of 973 employees across 107 offices.
Michael resides in Pacific Palisades with his wife Jessica and their son, Jacob.