Experience
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner with The Wealth Center at Meaden & Moore. As an integral member of the Wealth Center team, Mike assists high net worth individuals, executives or business owners in managing their wealth through estate, investment, retirement, tax, insurance and risk management planning.
Mike prides himself on delivering a highly personalized service to his clients, always adhering to the firm’s core values of integrity and professionalism. Utilizing the CFP Board’s comprehensive financial planning process, he provides each client with a thorough evaluation of objectives, then assembles just the right team to provide a customized solution to meet those objectives. He forms close partnerships with members of his advisory team, yet fosters important relationships with outside organizations and advisors to help assure the appropriate legal instruments and tax planning services are deployed.
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Education
- The United States Air Force Academy, BS in Business Management
- Webster University, Master of Business Administration
- CFP® Certification Professional Education Program through College for Financial Planning
FINRA Exams:
- Series 7
- Series 66
Licensure:
- Life, Health and Variable Annuity
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Retirement Planning Counselor®
- Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
