Mike uses a relationship driven, professional, team focused approach to deliver effective financial planning to all his clients, whether individuals or businesses. Since 2001 he has used a thorough, process driven approach to identify client’s needs and deliver specific strategies related to all aspects of financial planning, including insurance planning and asset protection. Mike believes it is important when making financial decisions that highly qualified financial, tax, and or legal professionals should be consulted regardless of whether you are in the accumulation or distribution phase of your life. If you need assistance with business planning, he can help whether you are a start-up or a seasoned company. Mike and his support team provide the necessary tools and support, so you feel comfortable making educated, informed decisions to support your financial goals.
Mike is a fully licensed Financial Services Representative, and registered representative of LPL Financial. He received his Bachelor of Science degree from Ohio University.
Mike has had great success in working with individuals and business owners towards achieving their financial goals and looks forward to meeting with you for a complimentary consultation.
Mike and his family have enjoyed the Florida lifestyle since 1992. Today he enjoys mentoring middle school students, cycling, spending time with family, and being involved in the local business community.
Securities and Financial Planning are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: FL, IN, SC, NY, TN, VA, VT.