Mike is a seasoned financial professional highly experienced in helping clients have a solid plan in place for pursuing their goals and objectives. He has specialized knowledge in comprehensive investment planning with a focus on life cycle changes.
“I strive to protect my clients from the unexpected and provide sound financial direction. I truly care about them and their financial wellbeing,” said Mike.
Mike grew up with family and friends in the investment services field and knew from an early age that he wanted to make this his life’s calling. His assistant Sandy and he have been working together for over 24 years, and have over 60 years of combined service helping clients. He has developed and refined a method simply called, The Financial Modification Process, which he uses in his practice to assist clients with their investment needs.
“I enjoy meeting with clients and listening to them share stories about their families, travel, careers and plans for the future,” said Mike.
Before joining Raymond James in November 2015, Mike held the position of Senior Vice President, Investments at Wells Fargo Advisors. He began his career in 1994 as a financial consultant with Kemper Securities, a predecessor firm of Wells Fargo Advisors. He earned a bachelor’s degree in economics from the University of Wisconsin–Milwaukee.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.