Michael R. Poe

With an extensive background in tax planning, estate planning, and family business transition planning, Michael is skilled at helping people find a path toward their goals and making sure they’re paying the least amount of taxes. For him, nothing is better than telling people that their goals are possible.

Michael co-founded Connected Wealth Solutions, LLC, with Brent in 2015. In college, Michael was encouraged by his professors to pursue accounting and take the CPA exam. Since then, he’s been a practicing CPA since 1992 and became the owner of a CPA firm in 1998. As he began to work with more people on their estate plans and investments, it became clear that he needed to become a licensed advisor to help his clients build holistic wealth management plans.

Michael is committed to giving back to his community, and regularly volunteers to help those in need. Outside of work, he loves being outdoors, be it golfing, hunting, camping, hiking, or spending time at the lake.