Our Team

Michael N. Fineman is the relationship strategist behind TrueFin Management, working with successful entrepreneurs, investors, and high-income individuals seeking advanced tax optimization strategies.

Known for identifying opportunities others often overlook, Michael connects clients with sophisticated tax-saving solutions through a trusted network of professionals. His focus is building long-term relationships and helping clients preserve more of what they have worked hard to earn.

A husband, father, entrepreneur, speaker, and author, Michael believes financial success should be protected with the same intention it was built. He is committed to serving clients with discretion, integrity, and a long-term perspective.

As a CPA, Adair brings more than 35 years of financial management experience to TrueFin Management, helping business owners, investors, and high-income individuals navigate sophisticated tax optimization opportunities.

Known for his depth of financial knowledge and practical insight, Adair works closely with clients to evaluate strategies designed to improve tax efficiency while supporting their long-term financial objectives.

A husband, father, mentor, and business owner, Adair is dedicated to helping clients make informed financial decisions with confidence.

Lori brings more than 25 years of leadership experience, including over two decades with Ford Motor Company, where she led engineering, product development, manufacturing, research, and strategic partnership initiatives. At TrueFin Management, she works with the firm’s partners to build scalable systems, improve operational efficiency, and support exceptional client service.

Lori is an engineer, business strategist, and entrepreneur dedicated to creating practical solutions that drive operational excellence and long-term growth.