Mike's upbringing in the Midwest instilled in him a deep passion for personal and family financial matters from an early age. Impressively, he began investing independently at just 12 years old. Within a few years, he hired a seasoned stockbroker—50 years his senior—who became both a mentor and a guide, teaching him the principles of building a stock portfolio and managing finances with care and responsibility. These formative experiences naturally paved the way for Mike's career in financial services.
After earning a BA from Indiana University in 2003, Mike relocated to San Francisco, where his career quickly took shape. Within two years, he was working as an analyst and sales professional at a boutique wealth management firm serving ultra-high-net-worth individuals. To deepen his expertise, Mike completed San Francisco State University’s Executive Certificate in Financial Planning curriculum and obtained his CFP® certification. He earned membership in the prestigious Million Dollar Round Table, a testament to his exemplary performance, ethical standards, and dedication to client service. Additionally, Mike holds Series 6, 63, and 7 securities licenses with LPL Financial and a Series 65 license with Mariner Independent Advisor Network LLC.
Known for his approachable and respectful demeanor, Mike thrives on helping clients pursue their personal, professional, and financial aspirations. From the outset of his career, he rejected the conventional static planning approach often used by financial advisors. Instead, he focuses on optimizing each client’s resources to address immediate goals and chart a course toward long-term ambitions, tailoring strategies to fit each client’s unique circumstances.
Outside the office, Mike enjoys traveling extensively throughout the U.S. and internationally. He supports several philanthropic causes in the Palm Desert and San Francisco Bay Areas. A self-confessed oenophile, he particularly appreciates the wines of Napa and Sonoma and visits the region whenever possible. Mike also maintains strong ties to his alma mater, Indiana University, and cherishes opportunities to reconnect with family and friends in the Midwest. Though he resides in San Francisco, Mike frequently travels to Southern California to meet with current and prospective clients.
CA Insurance License #0E90606
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.