Michael Horlick - Dallas

Michael A. Horlick

Partner

Michael joined Southern Wealth Management as a Principal in 2012. He has over 20 years of experience providing financial, investment and tax planning advice to individuals and families. Prior to joining SWM, Michael worked with clients through Four Corners Wealth Management, a fee-only firm which he founded. Michael focuses on providing investment advice to clients with an eye towards minimizing income and estate taxes. Michael started his career with Price Waterhouse, and also spent time as a Wealth Advisor/Wealth Strategist with Bank of America/US Trust and JPMorgan in Dallas. He earned the CERTIFIED FINANCIAL PLANNERTM certification in 1995 and the Chartered Financial Analyst (CFA) designation in 2003. Michael has a BS in Business Administration and a Master of Accounting from the University of North Carolina at Chapel Hill.