Michael TorneyJ.D., CFP®, LL.M.
Mike is consulted to design generational wealth transfer plans, review client estate plans, create or update business exit plans, 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 firm’s blog on several planning topics. On the Duff team, Mike looks for new ways to use technology to help better serve the team’s clients.
Mike joins Moneta Group after serving as an Associate Wealth Advisor at Buckingham Strategic Wealth, where he earned his Certified Financial Planner™ designation. He previously served 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.
Knowing the importance of giving back, Mike is actively involved in the Missouri Botanical Garden and the MUNY. Outside of Moneta, Mike enjoys tinkering with his golf swing, playing squash (poorly), and rooting for the Green Bay Packers. Mike lives in Glendale with his wife Erin, son Jack, and their black lab Tucker.
- Certified Financial Planner™
- Juris Doctor
- Leadership Clayton Alumni
- Missouri Bar Association, Member
- MUNY Young Friends Council, Co-Chair
- Missouri Botanical Garden – Young Friends Council, Former Chair
- Estate Planning Council of St. Louis