Mike joined Homrich Berg in early 2013 and is a Principal of the firm. He works with a wide range of high-net-worth clients, specializing in sophisticated investments, tax planning, estate planning, and philanthropy. He spent three years in investment management and tax planning at PricewaterhouseCoopers in Chicago, IL.
Mike received his B.A. in Accountancy from the University of Notre Dame and went on to earn a Master of Taxation from Arizona State University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor® designee, a Personal Financial Specialist (PFS™), and holds the Claritas Investment Certificate from the CFA Institute. Mike is also a 2020 graduate of the Schwab Executive Leadership Program.
Mike serves as a member of both the American Institute of Certified Public Accountants – Personal Financial Planning Division (AICPA PFP) and the Georgia Society of CPAs. He sits on the board of Ur Worth It! as Finance Chair and was selected to the AICPA PFP Executive Leadership Committee. He also volunteers as a Financial Coach for the Catholic Charities of Atlanta.
Mike resides in Buckhead with his wife, Mina, and their sons, Oliver and Oscar. In his spare time, he enjoys golf, traveling, visiting with family, and watching Notre Dame football games.