Mike began his career in 1986 with Shearson, Lehman, and Hutton. He joined UBS in 2007, after it acquired McDonald Investments, where he had worked for the previous 14 years. In total, Mike has more than 30 years of experience in Wealth Management. He is a FINRA-Registered General Securities Representative, holds life insurance and variable annuity licenses. Mike has achieved the Wealth Advisor designation offered only to elite advisors. He received a B.S. degree in business administration from the University of North Dakota.

• Wealth Advisor designation, 2008

• B.S. Business Administration, University of North Dakota, 1980
• President of the North Dakota Student Association
• Student Body President

• Series 63, Uniform Securities State Agent
• Series 65, Uniform Investment Advisor Law Examination
• Series 7, General Securities Representative

• Enjoy golf, family activities, boating, water skiing, and wake boarding
• Parishioner, Holy Cross Catholic Church in Tacoma, WA.

AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KY, MA, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, TX, VA, WA, WI