Mike Persell, CFP®

Wealth Manager

Mike serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Mike’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.

Mike brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, Mike worked for a local investment firm where he served high net worth individuals and families. Mike has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.

Mike earned a Bachelor of Science degree in Personal Financial Planning from The University of Missouri, Columbia. Mike is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Mike and his wife Lindsay have two children – Luciana and Dominic. In his spare time, Mike enjoys camping, traveling and spending time with his family.

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