Mike has over 30 years of multi-disciplinary experience in the financial services business. He began doing personal fee based financial planning in 1986 by helping middle income and affluent families with education planning for college, pre-retirement planning, addressing risk management issues and making the best use of company retirement plans. Mike completed the certified financial planner program. Mike spent 18 years of his financial consulting career within the asset management and private banking industry. For over 12 years he provided investment guidance to middle market businesses in managing their corporate retirement plans (401k’s, Profit Sharing Plans). He helped coor