A physician’s son. A trusted advocate for your financial health.

Michael grew up in hospital corridors—not as a patient, but riding wheelchairs down hallways while his mother, a nurse practitioner, and his father, a physician, cared for others. These early moments gave him a deep understanding of the sacrifice, stress, and service mindset that define a life in medicine.

As his career in financial planning grew, Michael recognized a critical gap: most medical professionals receive little support in managing the complexities of their financial lives. TheraWealth was born to fill that gap—with planning rooted in empathy, clarity, and long-term care.

Why It Matters

Medical professionals dedicate their lives to others—but many receive no formal education in managing debt, taxes, or investment strategy. Michael’s goal is to help close that gap and empower you to take control of your finances—without adding more to your mental load.

At TheraWealth, financial planning is designed like a clinical treatment plan: clear diagnostics, personalized strategy, and consistent follow-up.

Credentials, Care, and Continuity

• Over 20 years of experience helping medical professionals navigate complex financial decisions

• CERTIFIED FINANCIAL PLANNER™ professional with a holistic, client-centered approach

• Deep expertise in retirement planning, investment strategies, and income protection tailored for those in healthcare

• Passionate about translating financial concepts into real-world decisions that fit your life

Michael’s approach combines technical knowledge with real empathy. You’ll never feel rushed or sold to—just supported.

The TheraWealth Planning Philosophy

Just as in your medical practice, at TheraWealth we act as a fiduciary to act in your best interest where our approach focuses on:

• Clear, jargon-free communication

• Ongoing collaboration, not one-time fixes

• Strategies that protect your time, income, and long-term well-being