As a Founding Partner of Veracity Capital, Mike set out on this endeavor to create a profoundly personal boutique for his clients with deep institutional execution. Mike serves as Chief Financial Officer and Wealth Advisor. As CFO, Mike is responsible for the company’s financial function and helping guide the direction of the firm. As Wealth Advisor, he helps his clients achieve their personal and professional goals through the lens of wealth management and financial planning.
For more than 15 years, Mike has developed exceptional wealth management skills for business owners. He believes this process of best managing the family wealth starts long before any transaction event. Clients engage Mike to help maximize the value of their business early, best capture that value through the transition of the business, and then manage the wealth created following the transaction. As a business owner himself, he is acutely aware of these stages where he adds value before and after transaction.
Prior to founding Veracity Capital, Mike invested over a decade of his time with AYCO, a Goldman Sachs Company. During this time, he built out a division responsible for meeting the needs of its institutional and private clients, which included C-level executives and entrepreneurs.
Mike earned his Bachelor of Science from California State University, Northridge, and his MBA (Hons.) from Chapman University. He also holds the CEPA (Certified Exit Planning Advisor) designation. Mike is a member of GoBundance, the high-level mastermind group for successful entrepreneurs. He is also active with Vistage Worldwide, a global CEO peer group.