Mike is passionate about inspiring clients to lead a more balanced, organized and simplified financial life so they can focus time on those things in life that cannot be delegated. As an independent Fiduciary, Mike always puts clients’ needs first by offering unbiased advice through independent comprehensive financial planning, disciplined investment management, education, and proactive personal service. He is dedicated to providing unemotional wealth guidance that is process driven with a customized planning focus so that clients stay on course to pursue their goals.
Emphasizing the value and importance of education and continuing to enhance knowledge, Mike has achieved the professional designation of CERTIFIED FINANCIAL PLANNER™ professional, after graduating Magna Cum Laude with a Bachelor’s degree in Finance from Eastern Michigan University. Prior to co-founding RFC Financial Planners, Mike’s experience in the financial services industry began in 1996 working for such firms as Smith Barney, Merrill Lynch, and Sigma Financial Corp. Mike holds the securities Series 7, 24 and 66 registrations, as well as Life, Health and Annuity Insurance licenses. Mike has also been involved with the Financial Planning Association of Michigan (FPA) chapter serving as an elected board member and membership committee co-chair.
Mike has three wonderful children. Outside of work, Mike can be found enjoying the kids sports / activities and sharing time with his family and friends. He also has interests in scuba diving, art, music, antiques, and traveling.