Michael Stubel

How do I help our clients Live a Richer Life®?
I drive the rollout, adoption, and ongoing refinement of the platforms our advisors and service teams rely on—from financial planning and tax software to estate and charitable giving tools. My focus is on turning new technology into real capability: equipping our teams to use it well, embedding it into how we work, and improving as we learn what drives the best outcomes for clients.

How do I align my time and money with my values and passions to Live a Richer Life®?
Living in alignment with my values and passions means greeting the world with curiosity, often through reading and writing about history. It means acting with integrity, even when honesty is uncomfortable or doing the right thing is hard. And most importantly, it means being a loving partner to my wife, a devoted father to our son, and a committed teammate to my colleagues.