Having a well-designed plan in place helps clients not only see their future, but confidently pursue it.
Mike specializes in wealth management strategies for small business owners and high net worth families. He has built a reputation for providing dependable advice and delivering effective financial strategies to his clients.
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Private Wealth Advisor®. The CERTIFIED FINANCIAL PLANNER™ certification is widely considered one of the highest standards for financial planning needs. The Certified Private Wealth Advisor® (CPWA®) certification dives deeper into advanced wealth management: planning strategies for high net worth clients, asset protection, tax and estate planning, legacy planning, and family dynamics. Advisors who have earned the CPWA® designation have the specialized knowledge, resources, and skills to guide families with over $5M of liquid net worth.
Prior to joining Raymond James, Mike was a financial advisor at Morgan Stanley as well as an independent financial planning and investment advisory firm.
He earned his Bachelor of Science degree from Purdue University. Mike lives in Grand Blanc with his wife, Kara, and their three children. He is a member of the Purdue Alumni Club of Southeast Michigan, serves on the Membership and Greens Committee of Warwick Hills Golf and Country Club, as well as The Hundred Club of Genesee, Shiawassee and Lapeer Counties.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
