For over 16 years, Michael MacDougal has worked for Summit Financial helping high net worth individuals meet their financial goals. Mike specializes in working with business owners, executives, physicians, sports figures and members of the entertainment industry.
His strategic and coordinated approach to financial planning consists of working with a team of highly qualified professionals responsible for needs analysis. Together they develop, present and implement a unique program tailored toward achieving a client’s long-term objectives. With the support of the firm’s resources, multi-disciplined professional staff made up of CPAs, tax specialists, CFP® professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff, Mike offers a well-rounded and comprehensive solution to his client’s financial concerns.
Family Wealth Counseling
Financial and Retirement Planning
Philanthropic and Planned Giving Specialist
Over 16 years of Financial Planning experience