Mike is a Wealth Advisor at SteelPeak in our Beverly Hills location where he provides clients with comprehensive portfolio design, asset management, and financial planning. He employs a strategic, critical thinking approach to help clients and businesses develop a plan to achieve their goals, prepare for the unexpected events in life, and manage taxes. Mike specializes in real estate financial planning, with expertise executing tax-deferred 1031 exchanges, qualified opportunity zone investing, and partnerships.

With nearly 30 years of business, real estate, financial, and wealth advisory experience, Mike is uniquely positioned to help clients with a wide range of financial matters related to their wealth. He primarily works with high-net-worth families and highly compensation individuals, corporate officers, and business owners, as well as businesses, charities, and foundations to preserve and grow wealth. Specifically, Mike works closely with clients to help simplify the complexity of their finances by providing a holistic financial planning approach and investment strategies backed by objective advice and expansive solutions.

Mike takes pride in acting as a true fiduciary by listening to client concerns, sharing information about potential investments, and treating his clients’ financial goals with the same care and interest that he devotes to his own.

Prior to joining SteelPeak, Mike served as a wealth advisor at Baker Tilly. Previously Mike worked as a real estate broker and investor, specializing in investment properties and broadening his financial planning and investment strategy knowledge. His real estate background brings a unique perspective to how he caters to the client experience.

Mike holds a Bachelor of Science degree in Business Administration with an emphasis in Marketing from California State University, Long Beach. Outside of work, Mike is an avid skier and Chicago sports fanatic.