Client Relationship Manager
Michael joins Kluge Financial Group with over 35 years of experience in financial services and accounting. He has an extensive background in accounting and taxation and served as an IRS Revenue Agent upon his graduation with a degree in accounting from Isenberg School of Management. After the IRS he moved on to New England Discount Brokerage one of the first discount brokers in the US where he directly assisted in the development of financial products and strategies that would align with the needs of corporations and their highly compensated employees, as well as delivering presentations to senior management outlining the features of these products. After leaving NEDB he joined with his wife to build a financial services practice that specialized in serving the accounting and financial needs of high-net-worth clients, businesses, and entities. For over 3 decades he has had the honor and pleasure of solving problems, finding solutions, and building trust with his clients. He is enrolled to practice before the IRS, holds a Series 7, 6, 63, 65 and is an investment advisor representative.