Mike began his career as a Financial Advisor with a regional firm in Seattle Washington in 1983. Over the years he has developed a fundamental investment knowledge and strategy designed with matching client temperament and risk profiles with investments designed to work towards client goals.
In 1991, Mike earned the CFP® certification by completing an approved educational program and meeting stringent experience requirements.
Mike has always had a passion to continuously learn and evolve. He is a voracious reader and student of the financial markets. Mike studied economics at the University of Washington in Seattle earning his bachelor’s degree in 1981.
For over 37 years Mike has enjoyed helping clients plan and implement their most important financial goals by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Mike has dedicated his career to delivering the personalized investment planning services his clients demand and deserve.
Mike spends his free time with his wife, Julia, a daughter Kaitlin, and sons Matthew and Brandon. Mike and his family have lived in the Scottsdale area for over 25 years and loves the beautiful sunny days that the desert offers. Mike likes to stay active both physically and mentally, whether working out or playing golf. He is also a classic car enthusiast.