Mike is a Partner and Certified Financial PlannerTM with over 20 years in the financial services industry. He specializes in helping business owners and executives build wealth, develop a tax strategy, and plan for retirement. Listen to Mike’s podcast or video on how he manages his own money to see if he is the right advisor to help you.
Mike’s true passion is helping others and that’s why he decided to become a financial advisor. If you don’t have the time to manage your finances, or if you’re just not that interested in doing so, Mike can help. He believes in open communication to build a trusting relationship. As a fee-only financial advisor, Mike provides unbiased and honest advice that is in your best interest.
Prior to moving to the Raleigh-Durham area and joining Financial Symmetry, Mike worked as a senior member of the capital markets team at a publicly traded company in New York City and a portfolio manager at GE Capital in Chicago. He made a career change because Mike is a firm believer that in order to be successful in life you must do what you enjoy.
In addition to being a CERTIFIED FINANCIAL PLANNER™, Mike is also a Chartered Retirement Planning Counselor (CRPC®) and a College Funding and Student Loan Advisor (CFSLA). His valuable knowledge of the financial markets including retirement, college, investment and tax planning is instrumental in helping professionals and their families achieve their financial goals. Originally from Minnesota, Mike enjoys working with clients locally as well as across the United States.
Mike shares his financial, retirement and college planning knowledge as a co-host of the Financial Symmetry podcast and regularly on the Financial Symmetry blog. He is also an active member of the National Association of Personal Financial Advisors (NAPFA) and has been quoted in various industry publications. Mike received his Bachelor of Science in Finance from the University of Illinois and his MBA from the Kellogg School of Management at Northwestern University. Here are some of Mike’s most popular podcasts and articles:
- How I Mange My Money
- Your Retirement Secret Weapon
- Don’t Let These 10 Mistakes Ruin Your Retirement
- A Financial Advisor’s Top 10 Investment Lessons Learned
In his free time Mike enjoys spending time with his wife, their four children and the family golden retriever. Mike is actively involved in his community as he is the treasurer for the neighborhood HOA. Keeping healthy and staying active are a big part of Mike’s life. He enjoys golfing, skiing, hockey, Y Guides, pickleball, triathlons and spending time at his lake cabin.
To learn more about Mike’s experience please connect with him on LinkedIn. To discuss how Mike can help you and your family work towards financial independence please contact him directly by phone: 919-674-3724 or email: firstname.lastname@example.org.