Michael Churchill, CPA*, CFP®

Senior Wealth Advisor, Director of Financial Planning

Michael Churchill joined our team in 2018, seeking to apply his professional accounting and tax experience to the wealth management industry. Mike is both a Certified Public Accountant with an emphasis on tax and a CERTIFIED FINANCIAL PLANNER{{superscript|TM|} planner. His transition to the financial planning and wealth management industry is fueled by his passion for helping key executives, business owners, high-net-worth families, retirees, and successful entrepreneurs achieve their financial goals and objectives.

Mike’s career includes experience with tax and compliance matters, accounting, financial reporting, business strategy, and transition planning with more specific emphasis on tax planning strategies, corporate and individual taxation, outsourced accounting and controllership/CFO, business succession/exit strategies, retirement, risk management, and estate planning.

Prior to joining Presidio, Mike worked for large local and regional public accounting firms in Texas and Wisconsin. In addition to public accounting, Mike has helped nurture and grow a developing technology startup focusing on providing fully integrated, incentive-based customer relationship management solutions for small businesses.

Mike double-majored in accounting and finance while attending the University of Wisconsin-Milwaukee and graduated in 2008 Magna Cum Laude with a Bachelor of Business Administration Degree. He immediately pursued in 2009 a Master of Science Degree in Professional Accounting from the Lubar School of Business, where he was a recipient of the Alumni Scholarship and the Lubar Scholarship. Mike frequently made the Dean’s List, among other academic honors.

Mike is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants. In 2023 Michael was awarded and recognized as a Five-Star Professional by Texas Monthly Magazine*.

Mike was born and raised in Wisconsin. He moved to Texas in 2011.

*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com displayed.

*Licensed not practicing