Mike’s career in financial planning spans more than 32 years. Mike is driven to provide holistic financial planning advice for busy successful people, primarily business owners and corporate executives. He finds most prospective clients have several advisors with whom they have a long-term working relationship. Most have engaged in some level of planning already. However, a lack of coordination among advisors frequently results in unnecessary expense and missed opportunity. Following a refined, objectives-based process with each client ensures no stone is left unturned. Mike believes ultimately fulfilled.
Mike earned his Chartered Financial Consultant designation in 1995 and his Chartered Life Underwriter designation in 1997. In 2001, he passed the CERTFIED FINANCIAL PLANER (TM) exam. After earning his CFP® certification, Mike served for several years as an adjunct faculty member to DePaul University’s CFP Certificate program. Mike also holds FINRA Series, 6, 7, 22, 24 and 63 registrations.
Mike is an avid supporter of Misericordia Home in Chicago. Misericordia offers a community of care that maximizes potential for persons with mild to profound developmental disabilities, many of whom are physically challenged. Mike resides in the near west suburbs of Chicago with his wife Cathy and their three children.
Mike is registered representative of Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor.