Michael aligns each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. Utilizing an in-depth discovery process, he gains a true understanding of each client's specific situation, time horizon, and risk tolerance. His focus lies in growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses. Leveraging the resources and leadership at Oppenheimer, he helps clients pursue goals and solve complex financial issues.