Mike finds great fulfillment in implementing wealth strategies designed to help his clients realize the fruits of their hard work. He diligently applies a level-headed, efficient approach to financial planning to pursue the important goals in his clients’ lives.
He takes a fully comprehensive approach that incorporates important disciplines such as retirement planning, college planning, legacy and estate strategies and tax-efficient investment strategies for his clients. Small business investment strategies for business owners and wealth management strategies specific to physicians and other healthcare professionals are amongst other services Mike provides.
Mike joined Raymond James first in 2005 as a Financial Advisor, then again in 2016. He found that the firm’s culture of independence gave him complete freedom to offer objective, unbiased advice solely in the best interest of his clients. He values the firm’s client-first philosophy, and the fact that Raymond James was first to create a client bill of rights.
Previous positions Mike has held include Private Client Advisor at JP Morgan Chase in Westlake and Wealth Management Specialist at Raymond James in North Olmsted. He earned a Bachelor of Science in Business Administration with a major in Risk Management and Insurance from The Ohio State University, and during that time, interned at Mayadev Pension & Financial Services in Columbus.
Mike is from Lakewood and lives there today with his wife, Missy, and sons, James and Alex. In his free time, Mike enjoys gardening and landscaping, golf, Cleveland sports, The Ohio State Buckeyes, and spending time with his family. He is a past board member of the Lakewood Chamber of Commerce.
Mike is also active with Lakewood Alive, including title sponsorship of the front porch concert series. He is also a board member for the Clifton Club.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.