Mike Jr. creates business plans for wealthy families incorporating Assets, Liabilities and Risk Management to achieve their multi-generational and legacy goals. In addition to planning and implementing customized investment, borrowing and insurance strategies, Mike also specializes in the management of Captive Insurance Company assets.
Prior to joining UBS in 2002, Mike earned a Business degree from Miami University, an MBA from the Ohio State University and led the eBusiness consulting group for Arthur Andersen, LLP. He currently serves the community through organizations such as Junior Achievement (JACO) and as Chapel Leader for the Columbus Clippers (Cleveland Indians AAA baseball team).
Mike and Nicole have been married for over 25 years and have two children; Nathan and Madison.
Licenses: 3, 7 & 66, Life/Health Insurance, CFP®
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI