Mike is a graduate of Duke University’s Certified Financial Planning Program and has an undergraduate degree from Emory University. His professional experience includes accounting, auditing, tax, financial planning, investment planning, retirement planning, estate planning, educational planning, insurance analysis and investment allocation analysis and advice with KPMG Peat Marwick, The Home Depot, Inc and co-founder/partner of The Georgia Financial Services Group, LLC in Atlanta, GA.
Mike is a CPA and an IAR and a member of the Institute for Divorce Financial Analysts™ and Georgia Society of CPAs where he serves on the Financial Literacy Committee. He has advised domestic clients on tax planning matters integrating such advice with financial planning strategies. Mike is a Certified Divorce Financial Analyst® working with clients on all financial aspects of divorce and is the recipient of the Five Star Wealth Manager: Best in Client Satisfaction, Atlanta Magazine, 2008 and 2009.
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800.875.1760
