After a 30-plus year career at Merrill Lynch, Mike longed to help create the optimal platform to deliver sound, client-driven, holistically based solutions to the clients he and his partners serve. The result of his vision and commitment is Quorum Private Wealth. Mike has decades of experience working closely with his clients, assisting them to put a plan in motion to fulfill the security, legacy and philanthropy they seek. Today, Mike continues to empower his clients, whether they’re successful entrepreneurs who launched new enterprises, key executives leading publicly traded companies or highly skilled professionals in law, finance or healthcare. With success comes complex financial circumstances, and Mike helps his clients navigate the strategies and tactics needed to not only protect their wealth, but to find the purpose that wealth will have for their family, legacy and community.