Family Business

As a founding partner of The Cleveland Wealth Management Team, Bill has unparalleled experience delivering investment guidance and financial education. He offers a specific focus on the complex wealth management needs of families and business owners. Building close relationships, he and his team offer comprehensive solutions to offer holistic strategies on cash flow, tax mitigation, asset preservation, liability management, estate planning, philanthropy.

Michael serves as a charitable gift and estate-planning attorney with the National Christian Foundation (NCF).He works closely with generous families sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities.

In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely held businesses, real estate, intellectual property, oil and gas interests, collectibles, precious metals, etc. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates. 

Prior to joining NCF in 2006, Michael spent over ten years with an international tax and accounting firm, and a wealth management firm/multi-family office.  In these roles, he counseled affluent families on a broad range of wealth management issues including both financial and non-financial aspects of wealth.

Michael received his undergraduate degree in finance from Penn State University, and his law degree from the U.C.L.A. School of Law. Michael and his wife, Tammy, were high school sweethearts and have been abundantly blessed with five children.