Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
Mike is a Partner on the Duff Torney team with a planning specialty in taxation and estate planning. His typical clients are business owners, executives, physicians and lawyers.
Mike is consulted to create client tax projections, review client estate plans, create or update business exit plans, advise executives on company stock compensation packages, and implement tax savings strategies. He develops the investment plans for new clients and evaluates investment opportunities for existing clients. Mike is a regular contributor to the team’s blog.
Mike joined Moneta Group after serving as an Associate Wealth Advisor at Buckingham Strategic Wealth, where he earned his Certified Financial Planner™ designation. He previously worked as a law clerk while acquiring his J.D. and LL.M. in Taxation from Washington University School of Law. Mike received his B.A. in Government from Franklin & Marshall College in Lancaster, Pennsylvania.
Outside of Moneta, Mike is actively involved in the community, serving on the Board of Directors for the Muny and the Corporate Council of the Missouri Botanical Garden. He enjoys tinkering with his golf swing, playing squash (poorly), and rooting for the Green Bay Packers. Mike lives in Glendale with his wife, Erin, and their three children.
Dive into the latest insights from our expert team with our personal touch.
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...
January 3, 2025
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