Branch Location: UFCU Plaza
If we had one word to describe Mike, it would be tenacious. Whether it’s being reviewed via Member satisfaction surveys or racing with his kids at the BMX track, he likes to come in first. He was our first advisor, is our most tenured advisor, and has been with us since the start, well over a decade. If there is one thing we’ve come to know about him after all these years, it’s that he delivers results. Perhaps that’s why his clients are so fond of him.
Mike is a CERTIFIED FINANCIAL PLANNER™ professional who centers his practice around estate and inheritance planning. He likens it to a jigsaw puzzle: “People come to me with all the pieces; they just need help putting them together. I help them with that.” As a father of three, he knows that true wealth extends beyond what’s in the bank.
Many of the people Mike helps have some anxiety about their finances. If they have a plan, sometimes they feel uncomfortable about it. Mike believes this is often because they have not articulated their values and applied them to their financial decisions. He tries to help his clients articulate their values. Clearly defining values can help create a plan that not only looks good on paper, but can inspire follow-through. Mike helps his clients realize what’s important to them, works to align their financial choices with the life they want to live, and inspires them to continuously work toward that.
Mike is married, has two daughters and a son, and is an avid outdoorsman. If he’s not in the office taking care of his clients, you can probably find him hunting on his ranch, playing guitar, or coaching his kids and their friends on various sports teams.
Get to Know Mike
What is the one food you would never give up?
If you could meet anyone, living or dead, who would it be?
“Stevie Ray Vaughan.”
What is your favorite quote or saying?
“The best way to teach kids about taxes is to eat 30% of their ice cream.” — Bill Murray
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.