Michael E. Gross

Investment Advisor

Michael helps clients stay informed and connected while working behind the scenes to support their investment strategies. He researches investments, analyzes portfolios, and reviews tax information to better understand how it may affect a client’s overall financial plan. His thoughtful approach helps the team make recommendations with each client’s bigger financial picture in mind.

Michael Gross has been in the financial services industry since 1999 and joined our firm in 2004. Michael focuses his time on investment management and retirement plan consulting for businesses.

Michael is a graduate of the Pennsylvania State University where he earned a Bachelor of Science degree in Accounting. While at Penn State he was also the Head Football Manager for the Nittany Lions. Michael began his career in public accounting in 1977.

After becoming a Certified Public Accountant (CPA), he resided in San Diego where he was the Controller of several retail chains and the Chief Financial Officer of Petco. Upon returning to Pennsylvania, he worked as Controller for CHB Sports and later as a public accountant for Alan Ross & Company.

Michael is originally from York, PA, and currently lives in Shillington, PA, with his wife, Angela. They have three children: Laurin, Corbin, and Caleb. In his free time, he enjoys visiting with family and friends, reading, sports, travelling, and volunteering.