Michael is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the publisher of the e-newsletter The Kitces Report and the blog Nerd’s Eye View through his website www.kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. Also, Michael is a co-author with John Olsen of “The Annuity Advisor”, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and is a co-author of “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.
Melisa Hall joined New Planner Recruiting as Operations Manager in 2016 and plays an integral role in making sure the company operates smoothly and efficiently. With over 15 years experience in the financial planning industry, and applying a strong expertise in data-driven, long-term strategic planning, she will be a welcome addition to the recruiting and consulting services that New Planner Recruiting offers its clients. Melisa also serves as the Executive Director for the Financial Planning Association (FPA) of Dallas/Fort Worth and has served on multiple FPA National Task Forces and Committees. With a 15 year career in the financial industry that includes advisory/technology management services and cutting edge solutions, Melisa possesses a history of leadership, technical acumen, and client/member service. Melisa is passionate about client service and she is ready to assist you!