Since joining Bogart Wealth in 2012, Michael has had the opportunity to fill a variety of roles within the firm. This experience, along with his professional education and qualifications, has led to his specialty in comprehensive financial and retirement planning.
Michael’s practice focuses on developing long-lasting relationships with his clients through personalized, planning and investment strategies to help accomplish their financial goals. These include cash flow analysis, investment management, retirement planning, tax optimization, estate planning, asset protection, and multi-generational succession.
A native of Potomac, Maryland, Michael graduated from Gonzaga College High School in Washington, DC, then earned a Bachelor of Science in Commerce and Business Administration from the University of Alabama.
Michael resides in Fairfax, VA with his wife, Alison, and daughter, Haylee Jane . He values giving back to the community and is actively involved at Fairfax High School, where he coaches Varsity Lacrosse. When away from the office, Michael enjoys golfing, traveling, and watching Alabama football. Roll Tide!
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