Mike began his career in financial services in 1992 upon graduating from Florida State University with a Bachelor of Science degree in Finance. For more than 25 years, he has focused his efforts on ensuring his clients achieve confidence when it comes to one thing – Retirement. While each client situation is unique and their goals vary, they all have one thing in common – a need to feel confident in their ability to retire on their terms so they can do what they want to do in their retirement years. Mike’s role for the team is to put together a plan for each client that puts them on a path to retirement success.
The many facets of retirement planning Mike addresses include portfolio management, retirement account distribution planning, required minimum distributions at age 72, maximizing Social Security, Medicare options, pension planning, tax-sensitive withdrawal strategies, long-term care and legacy planning.
Originally from Annapolis, Maryland, Mike now lives in Peachtree City, Georgia. Both he and his wife Natasha are avid volunteers for Royal Animal Rescue in Peachtree City* and various other charities dealing with rescue animals. They have two kids, Alex and Sandra, who are attending Starrs Mill High School* in Peachtree City.
*Raymond James & Associates, Inc. is not affiliated with the above independent organizations
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.