Michael D. Porter is a CPA and Certified Financial Planner™. Michael has over 35 years of experience as a CPA and 15 years as a Certified Financial Planner™. He began his career with the CPA firm KPMG and worked for a major financial institution serving various roles that ranged from Vice President, Special Projects to Executive Vice President, Chief Financial Officer. Michael has also worked for an international investment company that had successful projects in both Russia and China.
Twenty years ago, Michael established his own accounting firm, M D Porter, PLLC focusing on tax preparation and accounting write-up work. Initially, the majority of his clients were Doctors and Dentists who expressed a need for assistance in financial planning for both themselves and their companies. He studied financial planning at Rice University, took and passed the CFP exam, and worked with Mass Mutual to gain knowledge of the industry. Afterwards he worked for the firm of Waddell & Reed which is one the most well-known and premier Financial Advisory firms in the United States. In June of 2018, Michael accepted the position of Broker Director with Mass Mutual where his role was to find independent agent willing to work with Mass Mutual via a broker contract. Michael was later offered and accepted the position of Managing Director for MassMutual in June of 2019. In June of 2021 Michael began working with Totus Wealth Management as Director of Field Development. He continues to maintain his accounting practice and combines financial planning advice with strategic tax planning for all his clients while working with a team of advisors who utilize his skill sets with their clients.