Mike is a Founding Partner and Financial Advisor with more than a decade of experience helping clients navigate their financial journeys with clarity and confidence. Since beginning his career in 2011, he has built lasting relationships founded on trust, education, and a genuine commitment to each client’s success.
Before becoming an advisor, Mike worked in the insurance industry, where he developed a strong foundation in risk management and protection strategies. That experience, combined with his bachelor’s degree from Dana College, shaped his understanding of how to help individuals and families protect what matters most while planning for the future.
What drew Mike to financial planning was the opportunity to make a meaningful, personal impact. For him, it’s not just about managing money—it’s about helping people build stability, reach goals, and feel empowered in a part of life that often feels overwhelming. He enjoys combining analytical thinking with genuine human connection, creating customized financial plans that evolve alongside his clients’ lives and goals.
Mike specializes in retirement planning and protection strategies, offering ongoing guidance designed to adapt to life’s changes. His greatest value to clients lies in the clarity, confidence, and trust he provides through every step of the planning process. Clients often describe him as approachable, patient, dependable, and deeply invested in their success.
Outside of work, Mike enjoys spending time with his wife, Carol, and their three children—Zach, Jared, and Grant. Together, they enjoy traveling, golfing, and staying active through regular workouts and outdoor activities like running. Whether at home or in his practice, Mike leads with purpose, believing that financial planning is about more than numbers—it’s about improving lives through thoughtful guidance and meaningful relationships.