Michael Alexander, CPA

How do I help our clients live a richer life?
After spending the beginning of my career at a large public accounting firm, I believe that combining tax and financial planning services is the best way to holistically serve our clients. By working hand-in-hand with our Personal CFO team, I can be proactive in tax planning and make our clients’ goals the top priority. With our client’s financial picture fully visible, we can ensure that we are helping our clients live a richer life.

I have focused my entire career in individual, trust, gift, and estate taxation, as well as charitable planning. I earned my bachelor’s and master’s degrees in taxation from Gonzaga University.

How do I align my time and money with my values and passions to Live a Richer Life?
My rich life involves spending as much time with my people as possible. Checking off another country to visit with my wife (we have a long bucket list), squeezing in another weekend with my family, or finding new ways to be present with friends, whether that’s golfing, checking out a new restaurant, or going to a movie together. I prioritize my time, money, and attention to be with the ones I love most.