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 planning.
Michael’s practice focuses on personalized strategies and planning with clients to accomplish their financial goals. Cash flow analysis, investment management, retirement planning, estate planning, and multi-generational succession are all carefully considered for every client portfolio he manages.
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. 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.