Michael J. Greenwalt
Financial Planning Associate
Michael joined the Firm as a full time financial planning associate after interning with us while earning his undergraduate degree. He graduated from the University of Maryland, College Park with a Bachelor of Arts in English, Language and Literature. Michael has proven his ability to master any challenge and has several years of on-the-job training in tax, financial planning and investment management to complement his outstanding communication skills. His attention to detail and growing technical knowledge base are evident in the quality of the tax compliance, record keeping and administrative support services he delivers to our clients. Michael designed and implemented a system to convert many years of paper archives into easily accessible electronic files and he manages the content of our web site. His organizational abilities have helped us enhance the efficiency of our operations in many different ways.
Before he joined the Firm, Michael spent four years working in retail management and visual merchandising for two large corporations. His natural focus on superlative client service and his design instincts were cultivated by this experience.