Mike takes a relationship-driven, professional, and team-focused approach to helping individuals, families, and business owners pursue their financial goals. Since 2009, he has guided clients through a comprehensive, process-oriented financial planning experience, developing personalized strategies that address all aspects of financial planning, including insurance planning and asset preservation strategies.
Mike believes that sound financial decisions are best made through collaboration with qualified financial, tax, and legal professionals. Whether clients are building wealth during their accumulation years or transitioning into retirement and the distribution phase of life, he emphasizes the importance of a coordinated approach to long-term financial clarity and confidence.
For business owners, Mike provides strategic planning solutions tailored to companies at every stage of growth—from start-ups to well-established businesses. Together with his experienced support team, he provides the tools, education, and guidance clients need to make informed, confident decisions aligned with their financial objectives.
Mike is a licensed Financial Services Representative and Registered Representative with LPL Financial. He earned a Bachelor of Science degree from Ohio University.
Throughout his career, Mike has built lasting relationships by helping individuals and business owners work toward their financial goals. He welcomes the opportunity to meet with prospective clients and offers a complimentary consultation to discuss their unique needs and objectives.
A Florida resident since 1992, Mike and his family have embraced the Florida lifestyle for more than three decades. Outside the office, he enjoys mentoring middle school students, cycling, spending time with his family, and actively participating in Rotary and 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.