Talk to us Meet Michael
What do you love most about being part of Aspiriant?
My manager when I first joined Aspiriant, Jordan Overby, took me under his wing and trained me. Jordan inspired me to be similarly passionate and curious about my work as he is, and I’m very grateful for his guidance. I’ve also enjoyed building relationships with those we serve and their families, and I’m excited to see what’s in store for them as I continue to serve them for years to come.
What quality of yours makes you best suited to what you do?
It’s my goal to figure out the “why” behind clients’ needs and decisions. If I better understand their reasoning, I can work more strongly on their behalf. Combining my technical knowledge with my awareness of their situation helps me be the best planner and thought partner for them.
What would you be doing if you weren't working for Aspiriant?
I would be a filmmaker. My dad was a childhood actor and the one who sparked my love for movies. I remember watching Academy Award-nominated films with him as a kid, and then we’d rank our favorite movies and performances together. I still watch most, if not all, Oscar-nominated movies every year.
What was the most influential book you've read and why?
“The Financial Diaries.” This book highlights the economic hardships that many American families face and inspired me to want to help these families.
What personal accomplishments are you most proud of?
My goal was always to become a college graduate. Although my family did not have experience in this area, they supported me and pushed me to achieve that from grade school, all the way until I walked across the graduation stage. I talk about my college experiences with my young nieces and nephews to hopefully inspire them to go to college, just like Uncle Mike.
Bio
Michael joined Aspiriant in 2023, where he supports high-net-worth individuals and families with their financial goals and helps lead Aspiriant’s Summer Internship program in the company’s San Francisco office.
Michael is passionate about educating clients so that they feel confident and empowered about their financial decisions. He wants the individuals and families he serves to feel greater clarity and peace of mind around their financial decisions.
Prior to joining the firm, Michael attended the University of Wisconsin where he earned a bachelor’s degree in personal finance with certificates in business and entrepreneurship.
Michael lives in downtown San Francisco and enjoys exploring the city going to concerts or sporting events whenever he can. He is also a die-hard movie fan that goes to the movies at least once a week.
