Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7, Series 65, Series 63, Series 3
  • NV Health, Life and Variable Annuities License

Professional associations

  • Henderson, NV Chamber of Commerce

Previous experience

  • Edward Jones, 2009-2023
  • Briarcliff Capital, 2004-2009
  • A.G. Edwards & Sons, 1991-2003
  • Merrill Lynch, 1986-1990

Community participation

Semi-Annual Ronald McDonald House. We prep, cook and serve families currently residing in the Ronald McDonald House in Las Vegas.

Interests

Mike plays the guitar and is really into music all genre but mainly plays classical rock. Mike loves to play golf.