Experience: Accounting since 2018
Education: Bachelor Degrees in Accounting and Marketing
As a tax advisor, Mike prepares tax returns and tax plans, contacts clients, handles IRS notices, runs client meetings, and assists advisors with plans when it comes to tax information. While Mike is a pretty quiet guy, the culture at Modern Wealth has helped bring him out of his shell a little bit more. He enjoys being a part of a hard-working team.
Mike likes how his role combines the things he likes to talk about—tax and finance—and showing people how they work together. Being able to bring that to a client under one roof is one of Mike’s favorite aspects of his job.
The most important thing to Mike is his family, especially his wife, parents, sister, and pets. Mike loves going to different places together with his family and enjoying new cities or nature! He’s also an avid Michigan football fan and enjoys playing video games, base jumping, riding roller coasters, and attending sporting events!