Expertise

Cultivating relationships with attorneys, financial advisors and CPAs to provide trustee solutions for the estate planning needs of families

Experience

Prior to joining Midwest Trust, Mike worked as a tax attorney and financial advisor making him uniquely qualified to assist families. With over 10 years of experience in the trust industry, he understands that each family is different and focuses on navigating sensitive issues that families face such as: legacy planning, family business planning, living while incapacitated and beneficiaries with special/supplemental needs.

Education

LLM in Tax, University of Florida

JD, University of Mississippi

BA in Accounting, University of Mississippi

Professional / Civic Affiliations

Licensed to Practice Law in Tennessee

Nashville Young Leaders Council, Class of 2002, Member

Salvation Army of Middle Tennessee, 2002 - 2007, Advisory Board Member