Mike graduated with honors from the University of Southern California with a Bachelor's degree in Business Administration, accounting emphasis, and started his career on the audit staff of a "Big Four" accounting firm.  After earning his CPA license, he continued with the firm becoming a tax manager and later obtained a Masters of Business Taxation (MBT) degree from USC .  Seeking to broaden his professional growth, he became Vice President and Chief Financial Officer for Morton Capital Management and Affiliates, which provided mortgage banking, investment advisory and pension administrative services, sharpening his skills in the investment portfolio management, real estate lending, property management and property development areas. During this period he earned the Certified Financial Planner (CFP®) designation further enhancing his financial knowledge and skills to better serve his clients.  Prior to the establishing his own firm, he served in senior financial capacities for an engineering consulting firm and a multi-office independent escrow company. Currently, Mike uses his diversified experience and knowledge by offering tax, financial and strategic planning services to high net worth individuals, families and closely held businesses. These companies range from professional services and entertainment companies, real estate property owners, developers and contractors, to various businesses including distribution, technology and manufacturing companies. With his background in financial accounting, he continues to serve the financial audit and review needs of the firm’s clients.