Meet Michael.

I often find myself reminding clients that their financial journey is never a straight line. My goal is to provide an unbiased perspective in helping clients navigate life’s twists and turns on their journey to meeting their financial goals.

Mike has over 20 years of experience in the financial services industry. He has the unique ability to use stories and humor to convey financial concepts in a low-key, relatable fashion.

Mike received his Bachelor of Arts from the University of Maryland. He also earned his CERTIFIED FINANCIALPLANNER™ certification from the CFP Board of Standards in 2010.

Mike is happily married to his lovely wife and colleague, Marissa; they have one beautiful daughter, Madeleine and two goldendoodles, Bella and Pixie. Away from the office, he enjoys golfing,working out and cheering on Maddie. While he’s lived in Minnesota since 2008, you’ll find him owning his roots and cheering on his Alma Mater and home town teams the Washington Capitals, Commanders and Nationals.

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