Mike has more than 24 years of experience in the financial services industry, advising affluent individuals and helping them manage their portfolios. He analyzes their needs, helps clarify their goals and objectives and recommends and implements customized investment strategies.
Before joining First Western Advisors in 2011 and Raymond James in 2020, 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 his MBA from the Marriott School of Management at Brigham Young University and his bachelor’s degree in finance with a minor in Spanish from the University of Utah, where he also served as a teaching assistant of quantitative analysis and calculus at the college of business.