Chief Compliance Officer
After a 34-year career at AT&T Bell Laboratories and Lucent Technologies, Michael decided to help other people become successful in their financial lives. Michael earned an MBA from the University of Chicago in 1984 and earned his CFP ® designation in 2007. Michael is one of the financial planners on staff and is also our Compliance Officer. Michael works part time and has an expertise in seniors’ issues, charitable giving, financial plan implementation, plus mutual funds and equity investments. Michael and his wife Sandy live in Naperville, where he has a home garden of over 1,000 perennials.