Managing Director, Partner
Mike serves as Managing Director with Creative Planning in the Chicago area regional office.
Mike practices in the areas of investment management, retirement, tax, estate planning, business succession planning as well as liability and risk management. Mike and his team focus on a thorough understanding of each client’s circumstances in order to provide and help execute detailed recommendations to achieve their goals.
Mike has over 21 years of financial planning experience. Prior to joining Creative Planning, he worked for a major financial services company as an Account Executive. His primary duties included consulting with high net worth clients on the development of complex investment and financial planning strategies. Mike was also nominated and chosen to work with a group of 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 in Urbana-Champaign. He also holds the CERTIFIED FINANCIAL PLANNER ™ designation.
Mike lives with his wife Sandi and their children Donovan and Delaney. In his spare time, he enjoys coaching his children’s activities, playing basketball and participating in triathlons. He also spends time volunteering for the Anne Swaney Foundation which provides equine assisted therapy to those in need.
*See all Creative Planning disclosures and sources.