Michael T. Hartley, CFP, AAMS
Mr. Hartley is the Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. and a manager of Tillman Hartley LLC. He frequently works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services. In addition to his executive duties, Mr. Hartley is involved in designing diversified investment portfolios and other sophisticated investment strategies for the diversification of clients' concentrated equity positions. Prior to joining Dale K. Ehrhart, Inc. as a principal in 1985, Mike worked as a corporate comptroller and director of finance.

Mr. Hartley is a member of the Financial Planning Association, the National Committee on Planned Giving, The Family Firm Institute (FFI), Attorneys for Family Held Enterprises (AFHE), the Family Business Network (FBN), and is actively involved in many civic and charitable organizations in the Venice area. He was the recipient of the Outstanding Leadership Award from the National YMCA Southern Region.

Mr. Hartley has served as the Chairman of The Venice Endowment, the state of Florida's largest community foundation fund as is a director of the Gulf Coast Community Foundation of Venice. He is a founding member of the Institute of Philanthropy and works with the Sudden Money Institute. He is listed in National Register's Who's Who in Executives and Professionals (2001-2002).

Mr. Hartley's education includes undergraduate degree work at Indiana University School of Business, College for Financial Planning, New York Institute on Family Wealth, and University of Chicago Graduate School of Business executive education on investment portfolio design. He holds the CFP (Certified Financial Planner) and AAMS (Accredited Asset Management Specialist) designations as well as licenses including the Series 7 (General Securities), Series 25 (Securities Principal), Series 28 (Financial Operations Principal), Series 63 (Uniform Securities State Law), and Series 65 (Investment Advisor).

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Michael W. Hartley, MBA, CFP®
Mr. Hartley is a Vice President of DKE, Inc. and the Director of DKE Digital Resources, a subsidiary of DKE, Inc. The services that DKE Digital Resources provides include the creation and sustaining of Virtual Family Office web-interfaces for family and professional teams, and database design and management for these teams. Mr. Hartley has been with DKE, Inc. and has worked in conjunction with several Professional Collaboratives to support clients since September 2003.

Mr. Hartley earned both his Bachelor's Degree in Business Administration with a concentration in Management (2003) and his Master of Business Administration with a concentration in Finance (2005) from the University of Miami (Miami, Fla.) He also completed the University of Chicago's Graduate Schools of Business course for Strategic Portfolio Design. Mr. Hartley holds the CFP® (CERTIFIED FINANCIAL PLANNER) designation and is licensed as a Series 65 Registered Investment Advisor Representative. He is also a member of the Family Legacy Network and The Family Firm Institute (FFI).

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