President & CEO
Michael founded Wellspring Financial Advisors in 2007 after serving as a Principal at a boutique wealth management firm where he advised multiple family relationships. He has extensive experience in the areas of estate planning, charitable gift planning, business succession planning, and family governance and education. He also has experience in all areas of tax compliance as well as proactive tax planning. Michael believes the key to successful wealth management is building strong relationships with his clients and providing highly customized service that supports financial peace of mind.
Michael earned his Bachelor of Business Administration in Accounting and Finance from Ohio University. He is a Certified Public Accountant, a Personal Financial Specialist, holds the Accredited Estate Planner® designation, and is a 21/64 Certified Advisor. He is also a member of The Ohio Society of CPAs and an RIA Advisory Board Member of the Capital Group.
Michael is actively involved in his community, serving as President and Board Member of Bluecoats and Board Member of the Ronald McDonald House Charities of Northeast Ohio and Solon Community Living. He is also a member of the Leadership Circle and Gift Planning Advisory Committees for the Cleveland Museum of Art as well as the FBI Cleveland Citizens Alumni Association and the Professional Advisory Council Steering Committee for the Jewish Federation of Cleveland. Formerly, Michael served as President and Board Member of the Estate Planning Council of Cleveland and Chair of the Endowment Committee for the Church of Gesù.
May 14, 2023
Money Lessons From My Mom - The Ledger
March 13, 2023
Annual Firm Update
September 7, 2022
Family Governance & Education – The Importance of Family Meetings