Since 1984, Mike has specialized in analyzing the most difficult financial problems on both a personal and business level for affluent individuals, successful executives, professionals, and owners of closely-held businesses. He has particular expertise in wealth management including estate preservation and business succession planning. Mike offers tailored financial planning solutions for individuals and their families with a commitment to excellence while providing in-depth analysis and projections, empowering his clients to make timely, informed decisions about their financial future.
Together with the members of his staff, he has the expertise necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide advice that makes a difference.
Mike is an active member of various professional associations including the American Society of Chartered Life Underwriters (CLU), the American Society of Chartered Financial Consultants (ChFC) and he is a Certified Business Exit Consultant (CBEC®) with Lincoln Financial Advisors Corp. Mike earned his BS in Business Administration from Bowling Green State University.