Mick Graham

Branch Manager
Certified Portfolio Manager

Mick began assisting clients originally in Australia in his role as a Sports Agent over 20 years ago. Specifically specializing in professional golf, Mick's role was as diverse as the game of golf itself and entailed everything from sourcing and negotiating endorsements to tax reporting in multiple countries. He always focused more on what athletes did with the money they made than the next big endorsement deal. In 2006 Mick transitioned from sports management to financial management, and over the next 10 years developed a team of professionals to assist clients from all backgrounds in both financial planning and portfolio management.

Mick holds an International Diploma of Financial Services from the Securities Institute of Australia and is a Certified Portfolio Manager (CPM) from Columbia University (NY).

Mick is married to wife Leigh Ann and together they have four children. He spends his down time with the family, in the kitchen and on the golf course.