Mike is a dedicated CERTIFIED FINANCIAL PLANNERTM (CFP©) with over two decades of experience delivering holistic, fiduciary wealth management and strategic financial guidance. Mike specializes in comprehensive financial planning tailoring strategies across retirement income, tax optimization, and estate planning to meet each client’s unique goals. Throughout his career, he has established a strong track record of building lasting client relationships, translating complex financial concepts into actionable steps, and collaborating with his colleagues, attorneys, and tax professionals to protect and grow client wealth. Mike holds his bachelor’s degree from the University of Maryland and maintains his series 7 and 66 license alongside his CFP® certification.
Originally from the Washington DC area, Mike stays active on the golf course and through long rides on his Peloton. A passionate fan of his hometown professional sports, he eagerly follows his hometown teams with a special devotion to the Commanders and Capitals, while also maintaining a strong loyalty to his alma mater by cheering on his Maryland Terrapins. Above all, his favorite way to spend his personal time is cheering from the sidelines as he watches his daughter play competitive soccer and flag football.