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Michael Churchill has been working in the public accounting industry since 2007 and has been a licensed Certified Public Accountant since 2010. In 2018, Mike joined STA Wealth Management as a Wealth Advisor to support the financial planning team with its mission. His transition to the wealth management and financial planning industry from the public accounting 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.
Throughout Mike’s career, he has experience servicing clients regarding their Tax & Compliance, Accounting & Reporting, and Business Strategy and & Transition Planning; more specifically, tax planning strategies, corporate and individual taxation, outsourced accounting and controllership/CFO, business succession/exit strategies, retirement, and estate planning.
Prior to joining STA Wealth Management, Mike worked for large local and regional public accounting firms in Texas and Wisconsin. In addition to public accounting, Mike helped nurture and grow a developing technology startup focusing on providing fully integrated, incentive-based customer relationship management solutions for small businesses.
Mike graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration Degree double majoring in Accounting & Finance as well as a Master of Science Degree in Professional Accounting from the Lubar School of Business. He was an Alumni Scholarship recipient, Lubar Scholarship recipient, and graduated Magna Cum Laude.
Mike is a member of the American Institute of Certified Public Accountants (AICPA) as well as the Texas Society of Certified Public Accountants.Back
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 STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!