Strength in numbers

Michael Shipley, CPA, CFP®
Director of Financial and Tax Planning, Wagener-Lee, LLC

Mike@WagenerLee.com
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We believe Mike’s extensive experience as a tax professional* is an invaluable asset to the financial well-being of our high-net-worth clients who depend on effective tax management and tax mitigation strategies.

Mike joined our team in 2006 and is the director of financial and tax planning. A CPA and Certified Financial Planner professional, Mike has 25 years of experience in tax preparation, and financial, retirement and estate planning for individuals and small businesses. At his previous firm, he directed the investment portfolios for their investment clients.

Mike is currently a member of the American Institute of Certified Public Accountants. He earned a bachelor’s degree in accounting from the University of Maryland-College Park. Mike is a long time musician, currently active with his church’s worship team. Also an avid cyclist, Mike enjoys spending time pedaling the scenic back roads of Carroll County. Mike lives in Westminster, Maryland, with his wife, Melissa, and daughters, Riley and Caitlin.

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CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

*CPA services are provided by Michael Shipley, CPA and are not a service offered by Raymond James.