Mike joined Epsilon in 2018 after spending most of the previous 20 years working in the corporate finance arena. He enjoys bringing the benefits and lessons learned from his time in corporate finance to Epsilon’s individual and private wealth clients. His deep experience with investments and personal taxes also allows him to help clients develop tax-efficient retirement income and distribution strategies, as well as helping to optimize the tax locations of clients’ accounts during the accumulation and pre-retirement phases.
Mike has a BS in Cybernetics from UCLA and an MBA in Finance from the University of Virginia’s Darden School of Business. He is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Analyst(R), and a Retirement Management Advisor(R).