Michael Warady, CFP, has extensive experience in financial consulting and tax optimization. Currently serving as the Managing Director of Sales and Marketing at Tri-Merit, they connect clients with Federal and State Tax Incentive Programs, enhancing their cash flow. With a background that includes roles at UBS, SourceHOV, and alliantgroup, Michael has consistently empowered businesses to thrive through strategic tax savings. Their educational journey includes a Bachelor’s Degree in Economics from the University of Iowa.
This person is not in the org chart
This person is not in any teams
This person is not in any offices