For Mike, life is most rewarding through relationships. Besides family and spiritual relationships, Mike finds his client relationships mutually beneficial. By providing Retirement Planning services, Mike’s clients can explore their retirement possibilities in a professional yet friendly process. In doing so, Mike gets to experience one of his life pleasures in helping others.
Mike began his career as an Information Technology professional where he spent over 30 years helping clients implement IT solutions to help their businesses grow. Now, and for the last 7 years, he has been helping clients with personal finance and retirement solutions.
To make the career transition, Mike went back to college to earn a Master of Science in Finance degree from Walsh College. It was important to Mike to have that competency level before he ever spoke to a client! Since then, he has obtained a Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services. As an on-going learner, he’s not done yet!
Mike is not registered with Cetera Advisor Networks, LLC