Focus: Mike provides comprehensive investment planning. Mike helps build, manage, protect, and transition wealth for a select group of individuals, families, small businesses, and financial institutions. Background and experience: For over 25 years Mike has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Mike has dedicated his career to delivering the personalized investment planning services his clients deserve. Mike began his career as a
Financial Advisor with Prudential Securities, where he developed his fundamental
investment knowledge. He joined A.G. Edwards & Sons, Inc., a predecessor
firm of Wells Fargo Advisors, in 1995 and provides personalized financial
advice for individuals and families. In
2007, Mike earned the CERTIFIED FINANCIAL PLANNER™ or CFP® certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. Mike earned his bachelor’s degree at the William Jewell College. While at William Jewell College he played football and was a team captain. After college, he settled in Kansas City and over 25 years later still loves all the city has to offer. Away from the office: Mike spends his free time
with his wife and three kids. Mike enjoys playing the bagpipes, sports, and
fitness obstacle course races. He is a member of several professional organizations including the FBI Kansas City Citizens Academy, Northeast Johnson County Chamber of Commerce and Gladstone Area Chamber of Commerce. He also belongs to local chapters of the Shriners and the Freemasons. Five Core Values of Mike’s practice: 1. Integrity In Place At All Times: He always try to do the right thing and to do right by the client. 2. Technically Proficient: He strives to be the best possible Financial Advisor and he has earned the CERTIFIED FINANCIAL PLANNER™ certification as part of his commitment to staying educated on current industry practices. 3. Add Value: He tries to make a positive difference in his client’s lives. 4. Trusted Advice: He hopes to provide the most
appropriate financial recommendations for each of his clients.5. Exceptional Service: Through his commitment to providing “first class service” to his clients, he consistently attempt to make the complicated financial world understandable to them.
