Michael finds that sometimes the most complex planning obstacle can be overcome with the simplest of strategies. When clients engage Salient, these solutions are often missing from their existing plans. By staying abreast of a wide range and complexity of strategies, Michael is able to solve big problems with simple ideas often overlooked by other advisors.
Michael graduated with honors with a degree in Economics from Rice University in Houston in 1989. He has over 30 years of experience helping high wealth families plan. In 1998, Michael attended the Philip E. Heckerling Institute on Estate Planning at the University of Miami School of Law.
In 2003, he was awarded the Chartered Financial Analyst (CFA) designation. Typically sought after by institutional portfolio managers, this intensive study allows Michael to bridge the gap between the most technical strategies and opportunities, and a client's real-world decision making factors.
The second of five children, Michael understands the dynamics of how adult children and their spouses interact with their siblings and siblings' spouses. Michael lives in Fredericksburg, Texas with his wife of over 25 years, Tina. They have two children, Amanda and Jack.