About Michael
Mike works with families to gain a crystal-clear and deep understanding of their unique goals, needs, and concerns. He then collaborates with the family to create a comprehensive, tailored financial plan that addresses portfolio management, tax strategies, retirement income planning, wealth transfer considerations, risk management, retirement analysis, and education planning. Witnessing his mother overcome significant financial hardships led Mike to make financial planning his life’s work. He also serves clients who have a loved one with a disability or special need.
Mike enjoys running, lifting weights, playing chess, reading, and doing anything outdoors. Every weeknight or over the weekend, you can likely find him walking through his neighborhood with his wife and two dogs.
Education and Professional Milestones
- Purdue University - Bachelor’s Degree
Mike works with families to gain a crystal-clear and deep understanding of their unique goals, needs, and concerns. He then collaborates with the family to create a comprehensive, tailored financial plan that addresses portfolio management, tax strategies, retirement income planning, wealth transfer considerations, risk management, retirement analysis, and education planning. Witnessing his mother overcome significant financial hardships led Mike to make financial planning his life’s work. He also serves clients who have a loved one with a disability or special need.
Mike enjoys running, lifting weights, playing chess, reading, and doing anything outdoors. Every weeknight or over the weekend, you can likely find him walking through his neighborhood with his wife and two dogs.
Education and Professional Milestones
- Purdue University - Bachelor’s Degree