Michael J. Lay, CFP®
Chief Operating Officer
Michael has been a member of Executive Wealth Management since 2006 and earned his CERTIFIED FINANCIAL PLANNER professional designation in 2011. His breadth of industry experience covers several roles within Executive Wealth Management including managing his own advisory relationships. In April of 2015, Michael transitioned from Private Wealth Advisor to Chief Operating Officer where he oversees corporate strategy and business development, as well as human capital and day to day operational activities. His experience as a Private Wealth Advisor gives him the unique ability to help position the company for growth, while always putting client interests first and thoroughly understanding every step of the client experience.