About Mike.
Mike is a seasoned financial planner with over three decades of expertise, guiding clients—from individuals to businesses—on their path to financial success. His experience spans investment strategies, retirement planning, and tax optimization, making him a trusted partner for clients aiming to secure their future.
Mike’s true passion lies in empowering others with the knowledge to make smart financial decisions and protect what matters most—their families. He thrives on making complex financial concepts simple and actionable for his clients.
Outside the office, Mike’s adventurous spirit takes him to new destinations with his wife, Laurie, where they explore the world together. Whether he's playing sports, savoring moments with family and friends, or discovering hidden gems on his travels, Mike brings the same enthusiasm to life that he does to his work.