Michael is the CEO of WolfBridge Financial, and has been working the financial planning industry for over 10 years. Prior to becoming a financial consultant, he worked in corporate finance and security. He served in Operations Iraqi Freedom and Enduring Freedom, and deployed with the 1st Infantry Division to the Middle East as a combat infantryman. While serving, he was awarded three Army Commendation medals and the Combat Infantryman Badge. He specializes in Divorce Financial Planning with domain knowledge in the areas of Investment Management, Small Business Management, Risk Analytics, Retirement Planning, Cash Flow management, Collaborative Divorce, and Special Needs Financial Planning. Michael is a CERTIFIED FINANCIAL PLANNER™, an Accredited Financial Counselor™, and a Certified Divorce Financial Analyst. He holds a B.S. in Business Management and an MBA from NC State University. In addition, he holds a Master’s of Science in Predictive Analytics from Northwestern University. Michael has earned a Certificate with Distinction in Behavioral Economics from Duke University and eight certificates in Data Science from Johns Hopkins University. Michael has trained other financial planners on the financial implications of divorce and has trained financial professionals, attorneys and mental health professionals in Collaborative Divorce.
Karen is a Paraplanner at WolfBridge Financial and has over a decade of experience in finance and accounting. In addition, she helps prepare financial projections and reports for financial clients interested in long term planning. Karen worked in corporate accounting at AT&T for 10 years, and gained experience in forecasting, cost accounting and project management. After taking time away from her career to raise three children, she returned to the work force in the financial field. Karen specializes in Divorce Financial Planning, with particular knowledge in the domains of College Planning, Retirement Planning, Debt Analysis and Reduction, and Cash Flow management. She is a Certified Divorce Financial Analyst™ and is currently working towards the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Karen received her B. S. degree in Accounting from UNC-Greensboro.
Jessica is the President of WolfBridge Financial and is responsible for strategic planning and growth. She is involved in operations, marketing and creating outreach policy for the firm. She is an adjunct lecturer at North Carolina State University and holds a Master’s in Special Education from that educational institution, and a Ph.D. in Curriculum and Instruction. Jessica is an expert in individual educational development and behavior modification, and has adapted her skills to developing curricula to aid WolfBridge Financial clients in their financial plans.