For over three decades, Mike has worked in the Financial Services Field. He is very passionate about his career and has helped clients address their financial concerns and develop strategies by focusing on each individual’s needs and goals. Humble, driven, and goal-oriented, Mike is a financial advisor who specializes in retirement income planning/retirement planning, as well as financial planning, college planning and estate planning. Mike has dedicated his career to the delivering of personalized financial planning and services his clients deserve.
Mike began his career as a financial advisor with Edward Jones in July 1990. Mike received his Bachelor of Science in Management from Tulane University in New Orleans, Louisiana; he graduated with the class of 1990. He also has received his AAMS® in 2004 and CFP® in 2012 both from the College of Financial Planning. In June of 2014, Mike joined Raymond James. Mike was attracted to the support Raymond James had to offer to independent offices thus allowing him to enjoy seeing people reach their financial goals with a vast array of resources.
Originally from Vincennes, Indiana, Mike makes his home in Harrisburg, Illinois with his wife Julie. They have five bright-minded and talented children and seven beautiful grandchildren. Away from the office, Mike enjoys boating, scuba diving, soccer, and spending time with his family. Mike loves helping and supporting the community. He is an active member for Kiwanis, Masonic Lodge, Ainad Shriners, and SCIDC chairman and coaching alongside his daughter Jordan as the Assistant Girls High School Soccer coach.
Mike hopes to help individuals reach their financial goals by using an ongoing planning process and building a strong relationship. He also wants to help them reach their financial goals through in depth financial planning and helping individuals understand the differences between wealth accumulation and distribution phases of their lives.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.