Mike graduated from Seattle University with a degree in economics. He has been a frequent speaker on various financial topics including asset allocation, portfolio risk management and retirement and investment planning.

Mike is experienced in understanding the unique needs of affluent investors. He offers strategies designed to help preserve and invest their wealth to go along with an incredible level of personalized service. His primary focus is investment planning, portfolio design and portfolio implementation.

Every investor is different. Personal financial advice cannot be mass-produced. Investment decisions that vitally affect your financial independence or freedom are far too important to be ignored or left to anyone whose primary responsibility is not to you, the client.

Mike works carefully with clients to understand their goals and expectations so don't be surprised if he gets a little personal. He believes it is critical to ask questions about both short and long-term financial objectives - "How do you feel about risk in your portfolio? Do you have immediate income requirements? What is your income tax situation like? Are there any special considerations we should know about?" He and his staff then design, implement and monitor customized investment portfolios. As the client's needs change our proactive management process ensures that their portfolios will evolve with them.

Selecting a financial advisor is one of the most important decisions you will ever make. An advisor must be responsive to your unique needs and be someone you can always count on. Most important of all, you want a person you can trust.

Mike doesn't like to let people down - ever. "It's important to me that I always deliver what I say I will." So, if he tells a client they will have the information by Thursday or commits to taking his son or daughter to soccer practice, it's as good as done.