MISSION

A Zoom with Mike is your gateway to our co-founded a thriving CPA firm that still employs over 50 pros working nationwide, he came over to lead our asset

management group. Mike offers advanced tax strategies for your CPA to consider, practical business advice and lessons learned from doing billions of

dollars in deals, many in real estate. Outside work, Mike’s life revolves around his sixteen grandchildren.

You’ll probably first meet Sam when we draw on his bond expertise. A relentless conqueror of professional exams, his enthusiasm to acquire knowledge is impressive. Hardworking and always ready to help, Sam embodies our next generation of leadership. Sam enjoys soccer, jiu-jitsu, marathons, snowboarding, and golf.

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David spends most mornings trading on behalf of our clients. Industry giants like JP Morgan, Goldman Sachs, and WisdomTree regularly pitch us their latest products. David—working closely with Sam—subjects each to rigorous scrutiny before making in-house recommendations. Known for his ability to dig deep, he dissects even the most complex options and futures strategies to uncover the

real risks, ensuring our clients’ portfolios remain both innovative and protected.

Christian works tirelessly to keep our team at the forefront of best industry practices, while also running his own successful book of business. With compliance rules constantly evolving, both LPL and our regulators require our Senior Partner to provide daily oversight – as responsibility that Christian takes seriously and executes with precision. Christian is active in his church and served a two-year mission in the Philippines, learning to speak Tagalog fluently.

Thanks to strong client referrals, our small team of advisors now manages a growing number of valued relationships and significant assets. Sarah plays a vital role in keeping everything running smoothly, ensuring we continue to deliver the high level of personal service our clients expect.