Director of Wealth Advisory Services
Michael came to Glass Jacobson in November of 2011. He has been a certified public accountant (CPA) since 1992, specializing in accounting and tax compliance, and brings extensive experience working with start-up companies, not for profit organizations, as well as medical practices. He became a certified financial planner (CFP®) in 1997, working closely with clients in investment management, income tax planning, and retirement planning. Michael is a certified divorce financial analyst (CDFA™) and is currently working towards his accredited domestic partnership advisor (ADPA) credential.
In his previous career experience at OneSource Financial Services Group in Montgomery Village, MD, Michael garnered client experience working with individual stocks and bonds, mutual funds, variable and fixed annuities, life, long-term care and disability insurance and tax planning. He holds series 7 and 63 securities licenses.
Michael received a BS in accounting from St. Joseph’s University and earned an education certification from the College for Financial Planning. He is an investment advisor representative, a licensed life and health insurance agent and a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA) and the Financial Planning Association.
Michael lives in Rockville with his wife and their four children. He is active in his children’s school, his church, and local community. Michael also is a member of the National Youth Sports Coaches Association.