Mike serves as Managing Director with Creative Planning. He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies to achieve their goals. He works specifically in the areas of investment, tax, insurance, education, estate, and retirement planning.
Mike has over 17 years of financial planning experience. Prior to joining Creative Planning, he worked for a major national financial services company as an Account Executive managing over $350 million in assets. During his tenure at his prior employer, he was recognized with the Achiever Award on four separate occasions. Mike was also nominated and chosen to work with a select group of 7 other individuals to develop and implement client planning initiatives on a national level.
Mike received a Bachelor of Science degree in Finance with an emphasis in investments from the University of Illinois at Urbana-Champaign. He also holds the Certified Financial PlannerTM designation.
Mike lives with his wife Sandi and their children Donovan and Delaney. In his spare time he enjoys spending time with his family and friends, coaching his children’s activities, and playing basketball, golf, softball, and participating in triathlons.