Mike has more than 24 years of experience in the financial services industry, and advises high-net-worth individuals on investments and helps them manage their portfolios. He analyzes their needs, helps clarify their goals and objectives, and recommends and implements investment strategies suitable to each.
Before joining First Western Advisors in 2011, Mike was a registered investment advisor representative at Belsen Getty, and a broker at Wilson-Davis & Co. and Investment Management Corp. He also worked for ADP, Inc., where he managed annual and ongoing enrollment of employee benefits.
Earlier in his career, he was a vice president and senior financial consultant at Zions Investment Securities, a brokerage trader at Fidelity Investments, and a commercial lease auditor at Counterpointe Leasehold Services.
Mike holds Series 7, 63 and 65 securities licenses, as well as life and variable insurance licenses. He earned an MBA from the Marriott School of Management at Brigham Young University, and a bachelor’s degree in finance with a minor in Spanish from the University of Utah. Mike served as a teaching assistant of quantitative analysis/calculus at the school’s college of business.