With over 10 years of experience, Mike focuses his practice around the premise that he is a resource for his client's financial goals. His philosophy is to listen to and understand each individual clients’ investment needs, both long- and short-term, and to continually execute their desired plan as goals, needs, and markets evolve. He specializes in corporate retirement plan structure and implementation, 401(k), 403(b), profit sharing, cash balance, and employee stock ownership plans. He has actively managed individual, corporate, and endowment investment accounts.
Mike is passionate about helping every client see the moving parts of their financial life more clearly, and learning how to connect with their financial goals.
In his free time, Mike and his wife enjoy watching their two children compete in sports like soccer, football, lacrosse and basketball, which involves traveling to surrounding states. He also loves to escape to the mountains and lake with his family whenever possible to unwind. Mike's life motto is, "Be kind." - Anonymous
Mike covers all regions