With nearly two decades of experience in finance and wealth management, Michael is dedicated to helping clients grow, manage, and protect their wealth through strategic, risk-adjusted investing. He ensures that his clients’ investments align with their long-term goals by combining deep market expertise with advanced technology, leveraging AI-driven stock selection and asset allocation to optimize portfolios. 

Prior to joining Farther, Michael managed approximately $3 billion in client assets as a senior equity portfolio manager, the largest portfolio in the firm’s U.S. wealth management division. He specializes in U.S. large-cap equities, trust asset management, and portfolio construction tailored to each client’s unique risk and return objectives. 

Michael is based in Mount Pleasant, SC, with his wife, their three-year-old daughter, and their dog. He is the Founder and President of Books That Heal, a nonprofit that helps children with cancer and other illnesses write, illustrate, and publish their own children’s books. In his free time, he enjoys running, traveling, and playing the mandolin.

Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.

Daniel is a former Systems Engineer and Product Manager at AOL, and he transferred those skills to assist clients with financial planning. A current doctoral candidate at the University of South Florida, Daniel’s research is focused on uncovering the inhibitors and motivations for planning.

Daniel is an Advisory Board Member of GrowFL and the University of North Florida, as well as an alumni of Leadership Jacksonville and 40 Under 40. Daniel and his wife, Carol Dobbs, live in Atlantic Beach with their two children, Kennedy Grace and Wilder James. Daniel enjoys all outdoor activities – whether it includes golf, the ocean, the top of Mt. Rainier, or braving tent camping with a 2-year-old.

Jeff is a Client Experience Manager at Farther, bringing a unique set of skills such as attention-to-detail, communication, and client services. He has been in the financial services industry for six years, previously working as a broker and client service associate at Charles Schwab and a client service manager at Goldman Sachs.

Jeff obtained a BS from North Carolina A&T State University, as well as an MBA from Southern Methodist University in Dallas, Texas.