As a Wealth Advisor for Veracity Capital, Mike’s primary role is to provide customized investment solutions and comprehensive financial plans to his clients. As a partner, Mike acts in a leadership capacity on the firm’s Investment Committee, to help guide firm investment policies and strategies. As a fiduciary and holder of the Certified Financial Planner (CFP®) designation, he believes that transparency and trust are key to a successful partnership between clients and advisors. Prior to Veracity Capital, Mike was a Vice President at AYCO, a Goldman Sachs Company. He was responsible for advising clients on holistic wealth planning matters, including strategic and tactical asset allocatio