Mike is a seasoned financial advisor who has been empowering professionals since 2013. With a focus on family-oriented executives, time-challenged business owners, and multitasking medical professionals, he specializes in helping clients avoid neglecting their finances, accidental investing, and scattered wealth.
What sets Mike apart is his innovative coaching process, where he takes the time to understand your unique goals, aspirations, and challenges. By building a deep connection with his clients, he creates a personalized roadmap and helps implement to accomplish financial success. This customized approach ensures that your plan is aligned with your priorities, setting you on a paved road towards long-term prosperity.
But Mike's commitment doesn't end there. Life is full of unexpected changes, and he understands the importance of adapting your financial plan accordingly. With ongoing monitoring and adjusting, he ensures that your plan remains optimized as your circumstances evolve. Mike's warm and empathetic nature makes clients have a sense of financial clarity and confidence throughout the journey, knowing they have a dedicated partner by their side.
Originally from Baltimore, Mike graduated from the University of Maryland in 2013. While at UMD, he played four years on the men’s lacrosse team where he won an ACC championship and made it to two national championships.
Mike lives with his wife, Maggie, an elementary school teacher with her master’s degree in early education and their children, Patrick, and Rosie. Mike is a passionate fan of Maryland sports, Bruce Springsteen and the Baltimore Ravens. He spends his personal time with his family, traveling and being reminded how much less personal time he now has because of his kids and loves every minute.