We serve our clients through a personal, individualized approach to reaching financial goals, helping build comprehensive wealth plans and guiding important financial decisions through changing markets.
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J.D., LL.M.
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Michael Breen serves as a Board Member for Camp For All Kids (CFAK), which creates pathways to the transformational experience of sleepaway camp for Black and Brown youth while fostering inclusive and equitable camp communities. Michael attended Camp Timberlane (a CFAK participant camp) for 18 years as a camper, counselor and director.
We are excited to announce that Michael Breen is now Senior Vice President, Wealth Advisor. This well-deserved recognition highlights Michael's expertise and commitment to delivering personalized wealth management strategies. We look forward to continuing to support clientsā financial goals with even greater resources and insight.
Michael recently presented at the American Camp Association (ACA) Conference in Dallas, Texas, where he led a session on āPersonal Financial Planning for Camp Owners, Directors and Year-Round Staff.ā Topics included retirement planning, estate planning strategies, income tax planning and more.
For over 10 years, Michael has helped camp professionals navigate their unique financial planning needs, and heās proud to provide guidance on strategies that can make a lasting impact on their financial well-being.
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As cryptocurrency continues to evolve as an emerging asset class, it is important to determine how this uniquely positioned investment interacts with other financial planning considerations.
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