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About
Mike brings more than 15 years of experience serving individuals and families across the greater D.C. area. As a wealth advisor, he takes a holistic approach—guiding clients through asset allocation, tax planning and reduction, estate planning, and risk management with an eye toward long-term clarity and confidence.
His practice is grounded in meaningful relationships and thoughtful planning. Mike especially enjoys working with federal employees nearing retirement, helping them navigate the complexities of the FERS system and avoid common pitfalls so they can step into retirement with assurance.
Outside of work, Mike enjoys traveling and spending time with his wife, Camila, their daughter, Isabella, and their dog, Butters. Together, they love hiking, visiting family, and discovering new dog parks throughout the area.