Sr. Financial Planner
Mike has over 10 years experience in the financial world, with the last five in personal financial planning. Prior to that, he worked in corporate finance. Mike is a life long learner and passionate about connecting with his clients to help them enrich their financial lives.
Education: Marquette University (BS)
“People of accomplishment rarely sit back and let things happen to them. They go out and happen to things.” - Leo Da Vinci
Get to know Mike
Out exploring with my wife, Dani
Saturday wondering through a cave
Checking out Rocky Mountain National Park
What's the last book you read?
Essentialism by Greg Mckeown
Where's your favorite place in the world?
Bali, Indonesia. It’s stunningly beautiful and the residents we interacted with were overwhelmingly kind, with a simple way of living.
What's the coolest thing you're working on right now?
I’m taking a class on storytelling! We are all the authors of our own stories and I’ve always found stories the most effective way to communicate a new idea or concept.
What's the craziest thing you've ever done?
Sky diving was one and done for me!