Experience and Education
Michael provides comprehensive wealth management services to high-net-worth individuals and families to help them reach their goals. With more than 20 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning.
Prior to joining Mariner Wealth Advisors, Michael was a principal of Patriot Wealth Management, Inc. Before that, he served as chief investment officer of a large family office, overseeing hedge fund, real estate, commodity, currency, energy, venture and private equity investments in addition to traditional liquid investments. He began his career in 1995 as a trading and operations manager with a mid-sized investment management firm.
Michael has a bachelor’s degree from Houston Baptist University and an MBA from Rice University’s Jones School of Business, both with a concentration in finance.
In his free time, Michael enjoys playing tennis, skiing, art, theater, music and traveling.