Mike Silver: Financial & Estate Planner

Needs Assessment

In this episode we talk with Mike Silver, who is principal of Baron Silver Stevens Financial Advisors, which is a firm that provides comprehensive wealth management services to high net worth investors. Mike started his career in 1994 with a major insurance company, and in 1997 he formed his own independent financial planning firm. He currently holds a number of industry certifications and is an adjunct professor at Florida Atlantic University.

Mike specializes in the design, implementation, and funding of advanced estate planning. He has to communicate complex concepts in straightforward language to his clients. During the interview we hear how he does that, along with his approachable style. We go into how he uses data to run his business and work with his clients by relating how he looks at financial market information and communicates his views and recommendations to his clients, while being sensitive to their risk tolerance and personalities.


James Pann smiling at the camera, sitting in front of green trees

James Pann, Ph.D. is a Professor at Nova Southeast University and a highly experienced psychologist and evaluator with nearly 25 years of experience. He conducts research and evaluation projects with non-profit organizations in the fields of health, human services, and education, and has received funding from multiple government agencies.

James holds multiple degrees including a Ph.D. in Counseling Psychology, an M.S. Ed. from the University of Miami, and a BBA in Accounting from the University of Texas at Austin. He is also the host of the EvalNetwork podcast, a frequent conference presenter, and has published several peer-reviewed research articles and co-authored a book. James currently resides in Miami, Florida with his family and enjoys backpacking trips. Find out more about his work here.


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