Who I Am

I’m Mike, an independent trustee based in Montana. I bring a methodical, detail-oriented approach to every trust I manage, with a strong emphasis on communication and accountability. My goal is to make trust administration feel less intimidating and more human—because behind every trust is a real person or family relying on it.

My Focus

While I work with a variety of trusts, I have a particular interest in Special Needs Trusts (SNTs). These trusts require careful attention to detail and a deep understanding of how distributions affect public benefits. I approach SNTs with compassion and precision, always keeping the beneficiary’s long-term well-being in mind.

I also offer bookkeeping services to help fill in the gaps—whether for a trust, a small business, or a family needing extra support. This flexibility allows me to serve clients with varying needs while maintaining a high standard of service.

Why "Wyvern"?

The wyvern—a mythical creature known for its vigilance and strength—represents the kind of stewardship I aim to provide. Trust administration isn’t just about numbers and documents; it’s about protecting people and honoring intentions.

Let's Connect

If you’re looking for a trustee who’s approachable, thorough, and committed to doing things right, I’d love to hear from you. Visit the [Contact] page to start the conversation.