CPA, CFP, MST

Michael has been with Newburg & Company since 1988. In 1999 he founded our sister company Strategic Capital Management, LLC, a Registered Investment Advisor, to provide advanced financial planning and investment management services. The melding of our tax and accounting practice at Newburg & Company with the financial resources of Strategic Capital Management provides full financial resources for our clients. Michael utilizes his background as a Certified Public Accountant and Certified Financial Planner to coordinate clients’ tax, estate and investment planning and formulate a comprehensive individualized financial plan.

Education/Certifications

Bachelor of Science in Accounting Northeastern University
Master of Science in Taxation, Bentley College
Certified Financial Planner
Licensed Certified Public Accountant
Securities and Exchange Commission series 63 & 65 Licenses
Massachusetts Life, Accident and Health Insurance License

Memberships/Affiliations

Massachusetts Society of Certified Public Accountants,
American Institute of Certified Public Accountants
The Financial Planning Association
The Financial Planning Association of Massachusetts