Michael Churchill joined Avidian Wealth Solutions in 2018 seeking to apply his professional accounting and tax expertise in the wealth management industry. Mike is both a Certified Public Accountant with an emphasis on tax and a CERTIFIED FINANCIAL PLANNERTM. His transition to the financial planning and wealth management industry is fueled by his passion to help 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 Avidian, 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) as well as the Texas Society of Certified Public Accountants.
Mike was born and raised in Wisconsin. He moved to Texas in 2011.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!