For over 39 years, Mick has focused his efforts on building long-term relationships with his clients and their other advisors based on honesty, integrity, a commitment to excellence, and a deep respect for the values of the clients he serves. He strongly believes in the value of stewardship and is dedicated to helping clients visualize and implement steps towards building their legacy.
He recently joined the team because many of his clients had expressed the need for more extensive financial and wealth management planning. Additionally, Mick will continue to work with his clients in life insurance planning for complex business and estate planning purposes.
Mick graduated from Montana State University’s College of Business. He also graduated from the Naval Aviation Officer Candidate School. Mick was a P-3 Orion flight crewmember until 1974. He earned his Chartered Life Underwriter (CLU®) and his Chartered Financial Consultant (ChFC®) designations.
Having served on the board of directors for Eagle Mount and Love, Inc., Mick continues his work with other local non-profit organizations. He is also the co-founder of the Family Business Center at the College of Business, Montana State University.
Mick and his wife, Kate, have 6 children and 7 grandchildren. They enjoy fly fishing, skiing, golfing, and hiking. They are also members of the Evangelical Free Church of Bozeman.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The CLU®, ChFC® are the property of The American College, which reserves sole rights to its use, and is used by permission.