Prior to his current role, Mike spent 25+ years working in the insurance industry. At MetLife and AXA he held numerous positions in sales and distribution of life insurance, annuities, long-term care and disability income. As a Point of Sale specialist Mike has supported financial advisors in Wirehouses, Broker Dealers and RIA’s. In addition to these roles Mike was also an advanced sales attorney for MetLife.

Mike obtained a law degree and is a CERTIFIED FINANCIAL PLANNER TM professional. He holds a Bachelor’s Degree from Arkansas Tech University, and received his Juris Doctorate Degree from the University of Arkansas at Little Rock. He is a member of the Arkansas Bar Association and past member of the Advanced Association of Life Underwriters. Mike also holds CLU® and ChFC® designations from the American College of Financial Services.

Mike has lectured to numerous insurance and securities industry groups. He has presented seminars to Arkansas Children’s Hospital and to the Arkansas Bar Association Annual Meeting. Mike is also an approved CPE presenter by the National Association of State Boards of Accountancy and has delivered CPE to CPA firms, industry and association meetings. A sample of his presentations are:

Planned Giving
"The Insiders View", a guide to partnering with the financial services industry
Is Your Employer Owned Life Insurance Taxable? IRC Sec. 101(j) Compliance
Costly Mistakes in Life Insurance Planning
Life Settlements and the Tax Cut and Jobs Act

Mike is married to Karen and has two children Ross and Blakeley.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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Michael Kepesky,