Best Part of My Job
Mike joined Cornerstone Advisors in 2001. Mike's practice focuses on serving the needs of executives, private foundations and endowments, and those families with multi-generational wealth. He enjoys enabling clients to meet, and often exceed their unique expectations for financially secure and rewarding lives. Mike uses his strong analytical background to take an integral role in the development of sophisticated modeling tools and techniques to provide our clients with richer context for making important, and often complex, financial decisions. Prior to joining the firm, his professional experience included four years at two different public companies in various financial analyst positions.
Three Words That Best Describe Me
•
Dedicated
•
Dependable
•
Driven
My Clients Include
•
Private Foundations and Endowments
•
Families with multi-generational wealth & complex financial needs
•
Senior executives and families who have built their wealth through concentrated asset exposure
•
Technology Executives and Entrepreneurs
Practice Emphasis
•
The design of customized portfolios comprised of complementary assets, with an emphasis on complex multi-generational portfolios, trusts, private foundations and endowments
•
Sophisticated mathematical modeling, including Monte Carlo simulation analysis
•
Private and public company wealth transfer strategies
Ongoing Results
•
Developed sophisticated modeling tools and techniques to provide clients with rich context for making important, and often complex financial decisions
•
Directed successful generational wealth succession strategies for families
•
Planned and coordinated tax strategies within the context of portfolio management
Education
•
Seattle University Albers School of Business, Master of Science in Finance
•
Seattle Pacific University, BA in Finance and Management, Magna Cum Laude
•
Certified Financial Planner™ practitioner
Professional and Community Activities
•
Financial Planning Association, Puget Sound
•
Seattle Philanthropic Advisors Network (SPAN)
•
Shareholder of Cornerstone Advisors
•
Mike was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2009 and 2010, an annual award bestowed upon select Seattle wealth managers
Where To Find Mike When He Is Not At Work
Mike enjoys spending time with his family, and often can be found playing golf or tennis, and cheering on the Seahawks.
The Cornerstones of Mike's Life: His wife and two children.
Best Part of My Job