A servant-leader at home and at work, Mike deeply believes success is when opportunity and preparation meet. It takes hard work, planning, and consistency to succeed in business and in life, regardless of how one chooses to define “success”. With this unique insight, Mike utilizes his investment planning experience and his strategic planning skills to help individuals, and business owners reach their financial goals through life’s transitions, challenges and opportunities. His reward for a job well done is when his clients introduce him to their friends and family, referring to him as their “Family’s CFO”.
Licensure & Education
Away from the office, Mike spends his free time with his wife, Susan, and their sons, Dalton and Lawson. They stay active both physically and mentally, whether canoeing one of the many rivers the area has to offer or serving others as a member of many boards and committees.
Mike’s passions in life are his family and the outdoors. And, whenever he can, Mike combines these passions when leading small groups of clients and colleagues on nearby floats, fishing and hunting trips.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.