Mike is Chief Operating Officer of the Greensboro office and serves as a relationship manager with oversight of client relationships. Mike also contributes to the ongoing development of the firm’s marketing initiatives and client service standards. Prior to joining Diversified Trust, Mike served as Chief Executive Officer of a single family office based in North Carolina. In addition, he previously spent nine years with Wells Fargo Family Wealth, formerly Calibre – Wachovia’s multi-family office, as Director of Financial and Estate Planning and as a Director of Client Service. Mike began his career at Ernst & Young, LLP as a member of the Personal Financial Consulting practice. He has over 20 years of experience advising families in the areas of investments, trusts and estates, financial planning and family dynamics.
Mike completed undergraduate and graduate degrees in accounting from East Carolina University. He is a Certified Public Accountant and has received the Personal Financial Specialist designation from the American Institute of CPAs. Mike also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He currently volunteers with numerous organizations, including the NC Zoo Society and Financial Pathways of the Piedmont.