Michael Warady, CFP is a distinguished revenue leader with over two decades of experience in specialty tax consulting. Throughout his career, he has collaborated closely with CPAs and their clients to uncover strategies that enhance cash flow through various Federal and State incentive programs.
As the Managing Director of Sales and Marketing at Tr-Merit, Michael excels in coaching and leading his team, fostering a collaborative environment that drives growth and strengthens client relationships. His leadership ensures that each team member is empowered to deliver tailored solutions that meet the unique needs of every CPA and their client.
Michael’s dedication to client education and interaction has been a hallmark of his career. He holds a Bachelor’s Degree in Economics from the University of Iowa and obtained his Certified Financial Planner (CFP) certification in September 2001.
