CFP®, AIF®, MBA
Client Advisor and Branch Manager
Prior to joining Mercer Advisors in 2020, Michael co-founded Argosy Wealth Management in 2010, a firm that specialized in delivering high quality, personalized wealth management solutions to individuals and their families. Michael helps his clients achieve their life and financial goals by helping them understand the key decisions they can make to get good outcomes and then creating an action plan to achieve them. He believes that good results come from really understanding client goals, informed by data and client values.
Prior to becoming a financial advisor, Michael had a successful first career as a technology executive and entrepreneur. He holds an AB in Chinese and an MBA in Finance from UCLA and is also a CERTIFIED FINANCIAL PLANNER™ professional. Michael enjoys literary fiction, travel off the beaten path, container gardening and discovering unusual food and wine pairings.