Mike serves as a Private Wealth Manager, working closely with his clients to design and implement comprehensive financial plans to address their goals and most complex financial needs. He specializes in investment management, retirement planning, tax planning, charitable gifting, and estate planning.
Mike has spent his entire professional career in the financial services and investment management industry. Prior to joining Creative Planning, he served as a Financial Planning and Investment Product Specialist at one of the nation’s largest wealth management firms.
Mike received his bachelor’s degree in Economics from the University of California, Irvine. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Mike is an active member of the Movember Foundation, a multinational non-profit organization supporting cancer and mental health research. He is also a registered bone marrow donor candidate with Be The Match and a frequent blood platelet donor with the American Red Cross. In his free time, Mike enjoys backpacking, playing ice hockey, and golfing. He has also recently started to teach his two nieces how to ski.