For more than 20 years, Mike has built a career in the financial services industry helping clients grow, manage and preserve their assets. His focus has been on retirement income planning, wealth management and navigating social security options. Mike has worked with and for major brokerage firms and other financial institutions.

Mike holds a master’s degree in finance from the University of Denver. He holds the CIMA (Certified Investment Management Analyst) from the Whorton School of Finance from the University of Pennsylvania. He also holds the Series 7, 66 and 63 licenses as well as a Washington State Insurance license.

He is originally from Denver but moved to Seattle over a decade ago and fell in love with the area. He can be found on any weekend walking on the Puget Sound. Also, an avid Seattle Mariners fan.