Mike has been a Wealth Manager for over 22 years. His core purpose is to form strong relationships with his clients and become a true advocate for them. This is accomplished by taking a truly holistic approach, integrating multiple financial disciplines into effective and actionable strategies. His belief of the importance and impact that financial health has from a psychological and overall health standpoint inspires him to take a deeply personalized approach. He believes that it is crucial for people to have someone on their “life team” that truly cares about their health; financially, physically, and mentally.