Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • B.B.A. Marketing, Stephen F. Austin State University, 1992

Interests

Mike resides in North Richland Hills, TX with his wife Courtni, son Paiton, daughter Landri and son Grayson. He enjoys spending time with his family, being involved with his kids activities, and playing golf. He is also a big fan of college football and NBA basketball.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2011