Michael serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Working with clients of Willow Street Group, LLC, he is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Michael specializes in family office services, with particular expertise in real estate and managing clients’ private investment portfolios; with a background in private banking, he understands and helps secure appropriate client financing.
Prior to joining Willow Street, Michael served as the Director of Finance for a holding company that owns several operating businesses in the Jackson, Wyoming area. Prior to that role, he worked for seven years in private banking and wealth management.
Michael earned his BBA in Finance from the University of Georgia and is currently pursuing his certification as a Certified Trust and Fiduciary Advisor (CTFA). Michael lives in Jackson with his wife, Tina, and their rescue dog. In his free time, Michael enjoys heading outside to hike, bike, golf, and ski.