Michael joined Schmidt Financial Group in 2012, bringing with him 25 years of financial industry experience. He began his career as an equity options market maker at the Chicago Board Options Exchange (CBOE) where he developed his expertise in option arbitrage and hedging strategies for option portfolios. Over a fourteen-year period, Michael gained a keen understanding of market volatility, risk/reward analysis and risk mitigation.
In 2000, he left the CBOE to pursue an opportunity as a Managing Member of Strategic Management Advisors (SMA), where he provided investment management services to a number of hedge funds and private equity funds. His experience at SMA reinforced his style of taking a big picture approach to risk management. In 2012, Michael decided to bring his extensive experience and knowledge to Schmidt Financial Group.
At SFG he helps his high net worth individual and business clients take a step back and assess the soundness of their existing plans and shows them how they can better maximize and preserve their wealth in the most tax efficient manner. Michael specializes in the areas of tax-free retirement income, wealth transfer planning, and executive benefits and succession planning for businesses and their owners. He currently resides in Riverwoods, IL with his three children.