Michael founded Wellspring Family Office in 2007 and currently serves as Chief Executive Officer. He has extensive experience in the areas of estate planning, charitable gift planning, business succession planning, proactive tax planning and compliance, and family governance and education. Michael believes the key to successful wealth management is building strong relationships with clients and providing highly customized service that supports financial peace of mind. In 2024, Michael received the Distinguished Estate Planner Award from the Estate Planning Council of Cleveland, which honors members for their outstanding contributions to their respective field.
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 a DEI Committee Member.
Michael is actively involved in his community, serving as a Board Member and former President of Bluecoats, President of the Board of Ronald McDonald House Charities of Northeast Ohio, and Member of the Board of Trustees for The Cleveland Museum of Art. He is also a member of the Leadership Circle and Gift Planning Advisory Committees for the Cleveland Museum of Art, the Executive Roundtable for University Hospitals Diamond Advisory Group, 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.
Years of service: 2020-2023