Mike has been building lasting relationships and tailoring customized financial strategies for successful families and business owners as a financial advisor for over 30 years. His wealth of knowledge and experience allows him to understand his clients’ goals and determine the most efficient ways to prioritize and work toward them. Operating with a white glove service model, Mike provides true customization of investment strategies, including substantial use of alternatives to traditional stocks and bonds
He knows that successful people tend to lead busy lives and, therefore, have complex, sometimes conflicting goals. He helps these clients prepare their legacies by working with the next generation and maximizing their philanthropic desires.
Mike is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management AnalystSM certification. These designations are awarded to individuals who demonstrate high levels of competency and attention to detail in financial services. These accolades are backed by a Bachelor of Business Administration degree in finance from the University of Texas at Arlington.
On a day-to-day basis, Mike coordinates with his clients’ other professionals, such as CPAs and attorneys, to provide a comprehensive and multifaceted strategy for each of their financial planning needs. His passion for success is driven by the relationships he has spent his career building while serving similarly successful professionals and business owners. Mike’s clients usually come to him with net assets of seven figures or higher. To meet the unique needs of this clientele, he believes in investing in alternative asset classes, such as income-producing real estate and private lending, to smooth out the normal bumps of traditional stocks and bonds.
Outside the office, Mike is an active member of his local community. He and his family support local animal shelters, veterans and first responders, and the Snowdrop Foundation, an organization that serves families affected by childhood cancer. His hobbies include charity marathons, traveling around the United States, and watching college football and professional soccer.
Originally from Arlington, Texas, Mike still resides there with his wife of almost 30 years, Linda. They have three great and independent children, Matt, Maddy and Marisa.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.