WHO WE ARE
Staff Profile

Education
• University of Mississippi (1994)
Bachelor of Accountancy
Professional Affiliations (Present and Past)
• American Institute of Certified Public Accountants
• Mississippi Society of Certified Public Accountants
• Financial Planning Association- Mississippi Chapter
• Licensed CFP® under the Certified Financial Planning Board of Standards, Inc.
Work Experience
• GranthamPoole (2001 – Present), Member
• Regional Investment Brokerage Firm (1994 – 2001)
Practice Areas
• Financial and Estate Planning
• Investment Consulting
• Tax Planning and Preparation
Industry Specialization
• High-net-worth Individuals
• Retirement Plans
• Estates & Trusts
• Small Businesses & Startup Companies
Civic/Community Involvement (Present and Past)
• MS Baptist Health System Estate Planning Council
• Innovate Mississippi- Co-Builders Program Mentor and Startup Pitch Competition Judge
• Angel Investor and Consultant to several local startup companies
Personal
Michael and his wife, Betsy, have two sons, Miles and Payton. In his spare time, Michael enjoys travelling, listening to live music, biking, kayaking, and spending time with family.
CPA License Number 5641