For Over 15 Years
Mike has worked in various roles at both large and mid-sized financial services companies including as an advisor, financial planner, and most recently as Chief Operating Officer. Mike’s unique experiences allow him to see through the lens of the advisor but more importantly through the lens of the client to ensure the client experience is smooth and efficient.
Mike was born and raised in the Chicago area and currently resides in the western suburbs with his wife, Kristin, and children, Eliana and Mikey. For fun, Mike enjoys spending time his family and friends, playing a round of golf, traveling, and eating good food.
Education
Indiana University – Kelley School of Business
Bachelor of Science in Business, Finance