- Who We Serve
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- About Us
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- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
Michael is a Senior Vice President and Senior Trust Advisor with the Scottsdale Wealth Management team. He administers a diverse portfolio of complex trust and investment accounts for clients and collaborates with individuals, families, and their advisors, to provide highly personalized wealth planning strategies.
Experience
Michael has over 20 years of experience managing client wealth and planning needs. He began his career in trust administration in 1997 with a prominent bank in the Pacific Northwest.. He relocated to Arizona in 2007 and prior to joining Northern Trust, he was Vice President and Senior Trust Administrator at FineMark National Bank & Trust. Michael's broad experience in the financial industry allows him to provide a personable approach to assisting a client's needs and priorities.
Community Involvement
Michael is a current board member and vice chair of the Sun Health Foundation, and is also Chair of the Council of Professional Advisors SHF. He is active in the communities he has lived in and has served as a past board of director for HelpNow! Advocacy, as well as a member of the professional advisory committee and volunteer for Junior Achievement in Southern Oregon.
Joined Northern Trust
2023
Education
Cannon Financial Institute Personal Trust School Graduate, Pepperdine University.
Scottsdale
ATM Available*
14624 North Scottsdale Road
Suite 250
Scottsdale, Arizona 85254