Who We Are
MICHAEL MANN, CFP®
FirstGen Planning was founded by Michael Mann to help, amongst others, first generation entrepreneurs and executives. Prior to founding the company, Michael obtained his CERTIFIED FINANCIAL PLANNER™ Designation, worked for a California-based Institutional Investment firm, worked for a New York-based Private Equity & Real Estate firm, and consulted with 8 & 9-figure family offices.
After experiencing the lifestyle of the Northeast, the Southwest, and the West Coast, Michael returned to Birmingham, Michigan to be closer to his family. In his free time, Michael spends his time with his teenage daughter Brooklyn, his silver lab Chloe, and volunteers his time to Big Brother Big Sister, YoungLife, Red Cross, and Real Men Wear Pink. Additionally, if time permits, Michael likes golfing, hunting, fishing, boating, breweries, wineries, and new restaraunts.
MATT WILSON, MBA, CFP®
Chief Investment Officer
Looking back now, this career probably began at the kitchen table at age seven. I invested the allowance I had saved, about $20, in a share of Northwest Airlines. I remember I had a tough time deciding between Northwest and Disney. After settling on Northwest, based on my experience flying on the then busy airline, I “invested” in the stock with help from my Dad “acting as the market”. Three weeks later I made about $100 profit, thanks to a hostile take-over bid. In this case I was lucky rather than good, but for a seven-year-old this was an experience that would help shape the rest of my life.
After graduation from college, I worked as a Financial Advisor for Morgan Stanley, where I graduated from their Advisor Training Program in the top 1% of my peer group. After a little over three years there I was recruited by Merrill Lynch, where I was later recognized in the top 10% of my peer group in the firms “Winners Circle” event in 2007. As an independent advisor I retain access and information available to advisors at the big brokerage firms, but also have additional access to smaller boutique firms and product offerings that may be unavailable at the largest Wall Street firms due to size restraints. I work for and on behalf of my clients and their best interests, not a firm that I represent.