Mike joined Raymond James in 2005. Prior to that, he spent 10 years providing financial management and planning to clients at Edward Jones. Mike has dedicated over 25 years to managing his clients’ financial plans throughout all of the stages of their life. He takes a proactive approach to financial planning that includes involving clients’ tax and legal professionals in the creation of tailored solutions to help them achieve their goals. Mike’s experience and disciplined approach to financial planning has made him a much admired and trusted advisor to his clients, many of whom have been with him 10 years or more and continue to refer friends and family whenever possible.
Mike obtained a Bachelor of Science degree in engineering from the United States Military Academy at West Point. While still in the military, he continued his education by earning a Master’s in Business Administration degree from Golden Gate University in 1990. He holds Series 7, 9, 10, 31, 63 and 65 securities licenses.
Mike was raised in a military family which provided him with the opportunity to see and experience many parts of the world, while also giving him a strong moral and disciplined foundation which carries through in all aspects of his work and life. Mike has three children. You might see him on the road biking or running and, when time allows, enjoying a round of golf.