MEET MIKE
Michael has over 13 years of experience in the Financial Services industry. 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 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 2006, then earned a Bachelor of Science in Commerce and Business Administration from the University of Alabama.
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Please Note: Neither media mentions, nor awards or rankings, nor the achievement of any professional designation, should be construed as a guarantee that any client will experience a certain level of results if the investment professional or Bogart Wealth is engaged to provide investment advisory services.
Michael resides in Fairfax, VA with his wife, Alison, and two children. He values giving back to the community and is actively involved at Fairfax High School, where he coaches lacrosse. When away from the office, Michael enjoys golfing, traveling, and watching Alabama football. Roll Tide!
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