Vice President, Private CFO®
Received Bachelor of Industrial Management from Georgia Institute of Technology (Georgia Tech), graduating summa cum laude. Mike was also a 4-year Letterman on the Georgia Tech Gymnastics Team, captaining the team his senior year and representing Georgia Tech as a Rhodes Scholar candidate. Mike enjoyed a successful corporate career, working for both Fortune 100 and start-up companies. His experience outside the Financial Services Industry gives him unique perspective to relate to clients and help them with financial issues. Lives in Sandy Springs. Married, wife Rita. Mike enjoys golf, international travel and loves hiking Colorado’s 14ers.
How would you describe your personality in one sentence?
I'm patiently persistent.
What is your fantasy job?
I love what I do … helping people with investments, but I always wanted to be a Formula 1 Race Car driver and win the Monte Carlo Grand Prix.
What are your wardrobe constants?
Jeans/Khakis with expensive shirts.
What is the catchphrase you use the most?
"What’s Up / What’s New?"
What unknown talent do you have?
Can channel Lewis Grizzard (now that’s just “Too Southern”)
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