Michael has over 30 years of experience helping families manage hard-earned wealth and investments that are specifically tailored to unique human and financial needs ranging from special needs trusts to the complexities of significant family wealth and estates. “Everything I do is fueled by a sense of purpose to help families receive the wealth management advice and solutions they desire, require, and deserve.”

Prior to co-founding Glenwood Financial Partners, Michael served in senior leadership roles at two regional wealth management firms and founded Empowered Portfolios®, a consulting firm that delivers the tools and experience necessary for fiduciary advisors to deliver personalized, goals-based wealth management services and asset management without disrupting inherited investments and/or over relying on standardized products. Michael is a graduate of James Madison University where he concentrated in Finance and Economics. He earned the Chartered Financial Analyst (CFA®) designation in 1998 and serves as Triangle Regional Director for 1,500+ members of the CFA Society of North Carolina.

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